TSMC committed to their new AZ facility back when Trump was still in office. Intel as well. Whatever is truly happening I suspect this nastiness with Taiwan has been expected for a long time. It takes years to get fabs up to full production. In fact, there are rumors the whole chip shortage is because TSMC has been secretly moving some of their more modern equipment out of their Taiwan plant to be installed in AZ. Would make sense if they expected it to get destroyed or lost due to a Chinese invasion. Insurance doesn't cover acts of war.
As for the CHIPS act, it was already promised long ago. You don't need to compel TSMC to come to America from Taiwan. They are already here.
TSMC committed to their new AZ facility back when Trump was still in office. Intel as well. Whatever is truly happening I suspect this nastiness with Taiwan has been expected for a long time. It takes years to get fabs up to full production. In fact, there are rumors the whole chip shortage is because TSMC has been secretly moving some of their more modern equipment out of their Taiwan plant to be installed in AZ. Would make sense if they expected it to get destroyed or lost due to a Chinese invasion. Insurance doesn't cover acts of war.
As for the CHIPS act, it was already promised long ago. You don't need to compel TSMC to come to America from Taiwan. They are already here.