this post was submitted on 13 Jun 2023
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I guess it makes sense for them to diversify their plant locations given the uncertainties around Taiwan/China relations. Germany also has quite a lot of know-how in microfabrication and there's already a non-insignificant cluster of companies in the sector. I guess that's why Intel decided to go there and it makes sense for TSMC to do so at some point. In any case, we're talking over a 10+ years horizon.
I just don't want us to forget about Taiwan in the process. That chip dependency does seem to bring them a fair bit of safety guarantees.