Comment by klyrs
> My bet, is TSMC was given a “you build in the US or we wont give you defense contract work” in 2018-2020 timeframe lol
TSMC is in an extremely precarious geopolitical situation; China's hardball is a lot scarier than Trump's. Expanding their geographical redundancy through billions in handouts is pretty appealing to investors.
TSMC improves the geopolitical situation of Taiwan by building here, too. China doesn't have the possibility of being "the best logic manufacturer left standing" after an invasion and TSMC being destroyed, if some of TSMC's world-class fabs are also located in North America.