It's funny how most of the semiconductor topics lead to war discussions but no one talks about outcompeting Taiwan. It's doable if there is will and resources (I am a Fab engineer). IMO the best way to move forward.
is it though? if you got the biggest gun why not rob someone else? do you believe ethics/empathy/humanity plays any role in any form governance? since we know that if you can sell the idea, you can get away with anything. why not just do the thing you know best? this is not singling out USA or China in any sense, they are just ahead of the curve, flower of the century.
a system optimized for only profit with almost no accountability (externalities) reads like a recipe to transfer of the wealth from many to few. if you add war into equation many becomes many-brown, many-yellow, many-black, many-jewish, many-others basicaly many-we-can-target-and-get-away-with. if you remove borders from the equation you end up seeing yourself on the receiving end as well. yet no-surprisingly few remains always the same.
so, the question is 'it pays back better to whom?'.
Is it worth a war that can last many years? By the end of the war, what if US doesn’t need TSMC technology and the tides are reversed?
I’m not conjecturing, I’m shedding light on how much we are willing to risk now vs a few years later. It could also be that Intel fabs fall further behind and TSMC becomes 10x more important than now. Who knows!!!
Instead of war, invest in domestic technology. It pays back better.