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What the heck is going on at TSMC?


The company gets to play games with the U.S. Commerce Department now.

That means with every iPhone, iPad, Mac, etc., TSMC has to continue to increase its manufacturing capacity in order to meet demand from Apple and its other clients, so business is booming. The big companies like Apple and Samsung, who can manufacture their own Exynos chips, would survive after a dismal year or two, but the Motorolas and OnePluses of the world would cease to exist if TSMC went "offline" like this and they were unable to get new products built until an alternative was found. TSMC will have to deal with a few million miles of U.S. government red tape, members of Congress will huff and puff to show their disdain for all things China, and it should remain business as usual when it comes to having access to the products we love to use.

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