[nomel]

> I do not think they want CCP to take over those fabs.

This makes the very incorrect assumption that you could just swap out the TSMC staff and things would continue working. Chip fabrication isn't just about pushing a button to turn on a machine. It requires the massive amounts of esoteric knowledge of all the processes, machines, chip design rules, everything.

[Sateeshm]

I wonder if China already put a few Gales under the Walter Whites of TSMC

[Bayart]

SMIC has been poaching engineers from TSMC for a long time.