Comment by lossolo

I think you are overly optimistic, this is an older process, which means that next iphones will need to source their CPUs from TSMC fabs in Asia, not from US. There also will be no knowledge transfer, that was not part of the deal. It's more of a national security political message than a real change. I guess it's better than nothing. I wouldn't call it a significant win, but it’s a step in the right direction.

And fabs are not enough:

https://www.bloomberg.com/opinion/articles/2024-09-03/us-nee...

You can't lead in the energy transition or produce chips without the supply chain and critical minerals:

https://www.wsj.com/world/asia/china-harnesses-a-technology-...

https://www.politico.com/news/2024/08/29/biden-minerals-pric...

https://www.politico.com/news/2024/09/13/steelmaker-biden-cl...

There's still a lot more to do to actually make it work before you can celebrate a win.