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How Taiwan Semiconductor Manufacturing Outruns Geopolitics
Lucas and Luna dive into how TSMC has turned geopolitical risk into a competitive advantage. With chip fabrication plants now under construction in Arizona, Japan, and Germany, TSMC is navigating export controls, rising construction costs, and customer demand for supply chain resilience. They discuss the $40 billion Arizona fab delays, the surprising profitability of the Japanese facility in Kumamoto, and what the US CHIPS Act subsidies actually buy. The conversation ties into today's data: Taiwan's EWT ETF up 5.5% in five days, while the broader emerging markets index struggles. A…
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