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> The geopolitical ramifications of completely centralizing the only leading process node in such a sensitive area between the world's super powers cannot be understated.

This is a fair point but I think it will be less of a concern once TSMC's 5nm fab in Arizona comes online[1]. Samsung is also in the process of building a 5nm fab in Korea[2]. Geopolitically, Korea may still be a minor concern, but much less so than a possible Chinese invasion of Taiwan.

[1]: https://www.anandtech.com/show/15803/tsmc-build-5nm-fab-in-a...

[2]: https://www.bloomberg.com/news/articles/2020-05-21/samsung-t...




Iā€™m pretty sure the Arizona fab is comparatively very very small, although a step in the right direction.


Yes, it says it in the link they cited. The Arizona fab is expected to yield ~20k vs ~100k at one of the Taiwan based fabs.




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