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More TSMC Fabs in the U.S., Taiwan’s Trump Card - Stratechery by Ben Thompson

TSMC announced new fabs in the U.S., but without dates and processes it’s safe to assume Taiwan is keeping its Silicon Shield.

Source:Stratechery.com
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More TSMC Fabs in the U.S., Taiwan’s Trump Card - Stratechery by Ben Thompson
With Stratechery Plus you get access to the subscriber-only Stratechery Update and Stratechery Interviews, and the Sharp Tech, Sharp China, Dithering, Greatest of All Talk, and Asianometry podcasts. … [+3174 chars]

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