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TSMC’s Arizona Fab: Compromise or Historical Recurrence? | Semiconductor Geopolitics Ep7

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Some worry that TSMC’s production decentralization, which is seen in the new fabs in Arizona and Kumamoto, may diminish Taiwan’s strategic importance and even affect regional stability in East Asia. What is the political push and pull in this scene, and what are the risks that drive TSMC to distribute its production worldwide? To gain a broader picture of this matter, we not only delve into the current policies that shape the industry, but also scrutinize TSMC’s overseas ventures in the past.

#semiconductor #TSMC #Taiwan #supplychain #Arizona #ASML #wafer #foreignpolicy #fab #chipfoundry #CHIPSact #tradewar #industry
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