[tooltalk]

According to US Semiconductor Association's recent State of the Industry Report, Taiwan's share in the manufacturing equipment part of the supply chain is almost nil and entirely depends on suppliers in the US, Japan and EU.

  Manufacturing Equipment (12%):
  US: 40%
  Japan: 32%
  EU: 18%
  S Korea: 4%
  Taiwan: <1%

  Wafer Fabrication (19%):
  Taiwan: 20%
  S Korea: 19%
  Japan: 17%
  China: 16%
  US: 12%
  EU: 9%

I guess Apple's decision to leave Samsung's Austin fab back in early 2010's to TSMC in Taiwan had an outsized role in TSMC's lead in tech and rise in revenue -- Apple accounts for 25% of TSMC sales.

[1] https://www.semiconductors.org/wp-content/uploads/2021/09/20...:

[fabfabfab]

There is also Software/IP which is basically US-based. For example, MES 3000 runs the fab which I believe is developed by AMAT.