[nvgeele]

> The knowledge and education backlog is way too high for the West

To be fair, most of the equipment used by TSMC is made by European companies such as ASML.

[upupandup]

that's correct and the dutch company you are referring to is controlled by US interests. They won't sell to a country unless they have US approval.

It's an insurance policy. TSMC/Samsung cannot function without ASML and ASML cannot exist without their demand.