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>However, in this case, South Korea is also a close US ally

So is Taiwan.




But TSMC isn't necessarily a multinational company, which can also be said about other notable Taiwanese companies like Foxconn, whose business model depends on exploiting young, cheap, unskilled laborers from rural China and who had been far less successful in operating oversea operations outside China, such as in Brazil or Wisconsin, US.

As insinuated in the pessimitic tone of in the interview, TSMC also appears to be very reluctant to expand beyond Taiwan and China, and is certainly less worried about geopolitical threat from China. I think it's important to note that not everyone in Taiwan is dead set against the CCP. In a pre-pandemic Pew Research Center poll[1], at least 1/3 of Taiwanese still longed for closer economic and political ties with the mainland China. I don't have any recent data, but I doubt it changed much since.

[1] https://www.pewresearch.org/global/2020/05/12/in-taiwan-view...


Correct. Which is the reason why having TSMC in Arizona would also help. https://tsmccareers.com/tsmc-arizona/




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