Comments by "Doncarlo" (@doujinflip) on "Why the World is Running Out of Computers" video.

@ArawnOfAnnwn China and other authoritarians deliberately hide and downplay their issues, which is why you won't hear of similar slowdowns affecting say Huawei and DJI. America routinely dramatizes its issues as part of regular political and business maneuverings, and in confronting these problems inevitably ends up at least partially fixing them.
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TSMC isn't as concerned with big countries like China and the US, as their people and facilities will inevitably be more spread out for an industry that demands quick (24 hours or less) in-person access to its entire human capital to take care of production issues among its thousands of simultaneous fabrication lines. It's most potent competition would instead come from similarly sized South Korea.
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Which would probably end TSMC as the top dog, as trying to replicate its success throughout the country just ends up spreading thin the extremely specialized human capital needed to keep the lines running within subatomic tolerances. A takeover of Táiwān could be a godsend for Samsung, Sony, and Fujitsu.
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