Taiwan considers TSMC export ban that would prevent manufacturing its newest chip nodes in U.S. — limit exports to two generations behind leading-edge nodes, could slow down U.S. expansion

Taiwan has staked their defense on the belief of a silicon shield, the idea that their ability to make high end chips is so important that the US has no choice but to defend it during an invasion. There has been a worry that the TSMC Arizona fab has eroded the impact of the shield. Currently all fabs outside of Taiwan have to be at least 1 node older than the one in Taiwan. The proposed ban would extend it to 2 nodes older.

The r hardware discussion of that thread sure is a doozy but besides that, I don’t blame Tawain. They need US and that’s their leverage. Best not too lose it