You might have missed the part about the stranglehold that the U.S. administration is exerting on Taiwan, and especially TSMC, by kicking around the idea of banning U.S. companies to selling components to a supplier of Huawei. It is an insane measure that the hawks have been thinking about for a while now.

A good summary of what's going on: https://asia.nikkei.com/Opinion/Taiwan-s-semiconductor-indus...