Comments by "genuinenness befitting" (@genuinennessbefitting4734) on "Why would Taiwan NOT be another Ukraine?" video.
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@yuluoxianjun The required building materials for TSMC's Arizona plant are manufactured in Taiwan and shipped in thousands of containers to Arizona for assembly. In the future production process, Arizona fab must import raw materials from Taiwan daily. Then, when the chip production completes in Arizona, they send it back to Taiwan for packaging and back to the United States after the packaging finalizes. Worse, the Arizona fab is far from the supporting manufacturers, a problem that the Taiwan fab can solve within an hour; it will take Arizona dozens of hours, days, or weeks to solve the problem, so consumers will have to bear high costs.
Furthermore, TSMC still has to close its factory in Arizona whenever Taiwan is affected by geopolitical risks. Therefore, building factories in countries without supply chains and talent will not spread risks but will only increase costs. So it doesn't make sense.
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