[adventured]

There's a very straight-forward solution to the threat, which if the US Government were smart it would be pursuing asap.

First, we have TSMC working on building in the US, that should be continued and accelerated if possible.

Second, work with Taiwan to force TSMC to split itself into a US and Taiwan division. The US division will be granted all the same intellectual property and will be IPO'd (with TSMC retaining a super majority ownership position; if China ever gets ahold of TSMC, we'd simply force the parent to sell its majority ownership position on national security grounds). But how will Taiwan force that outcome on TSMC? Nation states have fun ways to make things like that happen when it comes to their domestic corporations. But why would Taiwan do that? The same reason they're getting TSMC to build fabs in the US (which is a political move): because we're asking nicely and the US is the only thing keeping Taiwan an independent liberal democracy. TSMC is so big and strategically important, they're a political entity as far as Taiwan is concerned, they're even more outsized vs Taiwan than Samsung is vs South Korea.

[zie]

Step 1 is already in progress in AZ: https://anysilicon.com/new-advanced-semiconductor-fab-from-t...

[mook]

Why would Taiwan do that though? TSMC is the goosr that lays the golden egg: giving it up means America has much less reason to protect it.

[baq]

it's enough for a government to say it won't buy chips manufactured abroad and presto, you have TSMC fabs being built on US ground as we speak; EU is close behind.

[dirtyid]

Carrots and a lot of stick got TSMC to open a small fab in the US for sensitive supply chains. JP and EU are getting similarly marginal expansion. Reality is significant high-value strategic production will stay on the island in short/medium term because TSMC/TW will fight tooth and nail to prevent erosion of their silicon shield. There's no presto, everyone knows banning TSMC chips would kill trillions of western high tech industries.