[01100011]

I'm not seeing what Broadcom brings to the table here. They don't have chip mfg experience. Sure, they're a customer, but so what?

TSMC is not going to be motivated to build up a competitor who weakens the economic wall around Taiwan.

What I could see happening based on recent events is that Trump tells Taiwan they have a couple years of US security left. TSMC is then forced to consider putting more effort into mfg in the US(and other countries). What that would mean for the rest of the elec mfg supply chain is unknown. Taiwan is quite critical beyond just chip mfg.

[smj-edison]

Perhaps they're buying the IP part of Intel?