Yes that's my take as well. It might be TSMC trying to survive, and America trying to deprive themselves of a future war to defend TSMC or China's inevitable taking of TSMC.

I don't see how it helps Taiwan that much, but perhaps it makes it less attractive to China to take if TSMC can move.

Don’t you mean cross-pollination?

Asianometry rules. As someone who works in semiconductor research and manufacturing, his videos are crazy good.

I think it's a good example of why monopolies and vendor lock-ins are bad. Essentially when there IS choice, people will go to the better option, and the market leader, if they don't keep pace, people will move if they can.

It's when there is a huge exit barrier that companies get away with all sorts of garbage.

Microsoft is doing just fine, for now... maybe Copilot will be the beginning of the end for them.

Mostly, but some repeat offenders just don't seem to care.