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More TSMC Fabs in the U.S., Taiwan’s Trump Card

Summary by Stratechery by Ben Thompson
TSMC announced new fabs in the U.S., but without dates and processes it’s safe to assume Taiwan is keeping its Silicon Shield.
DisclaimerThis story is only covered by news sources that have yet to be evaluated by the independent media monitoring agencies we use to assess the quality and reliability of news outlets on our platform. Learn more here.

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Stratechery by Ben ThompsonStratechery by Ben Thompson

More TSMC Fabs in the U.S., Taiwan’s Trump Card

TSMC announced new fabs in the U.S., but without dates and processes it’s safe to assume Taiwan is keeping its Silicon Shield.

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Stratechery by Ben Thompson broke the news in on Tuesday, March 4, 2025.
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