It's the only chip manufacturer "left" in the US. The argument is national security: the US expects China to invade Taiwan and this will kill TSMC in the process.
Whether this will happen or not can be debated, but this is what the government expects.
Global Foundries, Micron, and Texas Instruments all come to mind
As a software engineer, this isn't an entirely new concept.
Would it though? The TSMC foundries are pretty much in every continent. Are they just going to stop operating if this happens? Because that seems akin to killing a golden goose.
Also what is up with Global Foundries? I don’t hear a peep about them.
Edit: I think it's a misconception that China cares much about fabs in Taiwan. It wants unification.
Um.
All that stuff is still semiconductors, just with different patterns printed on them.
Combine that with the US's ability to unilaterally destroy Taiwan's fabs, and it sways the calculation a bit
I mean, they might if Intel were allowed to fail.
It will take decades for the US to get where Taiwan is now in semiconductor manufacturing, if ever. It's not just about building the most advanced chip factory. It's about re-aligning the entire nation's value system and culture to allow such development to happen in the first place.
We complain about the money we spend already. And now we're supposed to subsidize an entire industry to the point where we can build the most complex machines known to civilization at scale in a time-frame that matters to a global conflict that's potentially approaching soon? I don't see it.
https://www.tomshardware.com/tech-industry/us-govt-pushes-nv...
The others would probably be GlobalFoundries, Micron, Microchip, and TI.
TSMC aims to have N3 in Arizona by 2028 at the earliest which is 6 years after it first released. By that time, TSMC will have released N3X, N2, N2P, N2X, A16, and A14.
TSMC is heavily sponsored by the Taiwanese government and was created with the express purpose of making Taiwan so valuable that the West would be forced to defend them against China. Moving newer processes out of the country is against their national interests and they've made it clear that there's no plan to do that.
Can you point out which specific findings? Ideally ones that are substantiated and not just one off tweets.
It's taken about 8 years to realign the US from a democracy to a fascist regime, something that was nearly unthinkable. This isn't a hard problem with the right propaganda and manipulation.
Switzerland owns its energy companies and its public transport company. Hugely successful.
Lookup Elbridge Colby - served in first Trump admin and now Undersecretary of Defense. Along with Hegseth and JD Vance, they are all that same line of thought
https://www.youtube.com/watch?v=LMRYvl2Jefg
Hegseth on China
https://www.defense.gov/News/News-Stories/Article/Article/41... https://edition.cnn.com/2025/03/27/asia/pete-hegseth-asia-to...
I don't think the views of all the "high level strategist" types align precisely. But there are very few true isolationists like Rand Paul in the executive branch
I find it doubtful that the current admin would just let China walk in to Taiwan. Trump doesn't want a war, but he's not going to want to get bent over and make the US look weak either.
And its not all that different from Democratic position, its a bit of "Washington Consensus" type of situation, like anti-Communism was during the Cold War. The approach between admins is slightly different however, and the Trump admin doesn't like Europe all that much.
Fabs run on data. It takes years to gather that data.
Fabs can't just be repurposed overnight. Yields must be good, which takes data, equipment, etc which is all extremely specialized.
Very ignorant take.