Correct. Taiwan considers it a matter of national security to never allow their best processes to be exported. That monopoly is why Taiwan still exists.
That was interesting but it didnt talk about the export ban. It was more like an overview of the Taiwanese economy and how the chip industry relates to it.
TSMC was supposed to open a plant in the US, but apparently that takes a bit of time to get running.
I thought the US FAB was also going to be a generation behind?
Correct. Taiwan considers it a matter of national security to never allow their best processes to be exported. That monopoly is why Taiwan still exists.
Aka the silicon shield https://www.morganstanley.com/im/publication/insights/articles/article_taiwanssiliconshield_ltr.pdf
That was interesting but it didnt talk about the export ban. It was more like an overview of the Taiwanese economy and how the chip industry relates to it.