Taiwan Semiconductor Manufacturing Co. has reached a significant milestone in its expansion into the US. Recent trial production at the company's new Arizona facility has yielded results...

I have some thoughts on this I’ll post as a comment. But basically the predictions of their re-shoring being a total bust were nonsense. It doesn’t matter at the end of the day if their efficiency is only 80% of that of their fabs on the island, if it’s enough to be part of what supplies the entire west with all they need for laptops and smartphones and gaming consoles then it’s enough to no longer need that occupied part of China or care what their actions taken against China result in as far as consequences.

  • loathesome dongeaterAEnglish
    11·
    9 days ago

    Agree with everything you said but I would like to see the plant come into full operational capacity. I don’t really have a good reason to be skpetical but this is a bit unprecedented so I want to wait till the end.