Which is why the proverbial canary is coughing a little, but is still alive.

TSMC announced their new gigafab in Arizona is being sped up with a 100 billion dollar investment to produce and later package the latest 2nm and A16 nodes. Taiwan is always a step ahead because it makes economic sense for it to be. If that stops being the case, then the US will take the lead and China will “Hong Kong” their way into Taiwan.