Re:TSMC to make advanced AI semiconductors in Japan
by ifwinterco on Monday February 09, 2026 @07:01AM
(#46944317)
Part of it is simply the Euro being too strong. Taiwan has a (deliberately) undervalued currency that makes exports a lot more competitive, the EU does not.
It's a super simple strategy with profound effects but somehow still very underappreciated
It seems much more likely they had a suite of environmental, social and trade policies carefully calibrated to move semiconductor manufacturing somewhere else.