I’m trying to find more info about where TSMC is planning to put their fab facility in AZ.
The thing to note specifically about TSMC’s fab move is it’s strategic for both the US and Taiwan.
Reading between the lines, this is an arms race between the US and China. US is pivoting to secure semiconductor manufacturing away from China using Taiwan and TSMC as a proxy. US will most likely pass some order banning TSMC from doing business with Huawei if it wants to do business with the US. Huawei is already pulling business out of TSMC and moving to their own fabs in China. US needs to throw TSMC a bone, and by putting a fab facility on US soil, probably just committed a huge bill of military/defense business to TSMC. A tech cold war with China is brewing.
