This makes sense though...customers are pushing to have chips made outside of Taiwan to protect their supply chain, why not make them pay for that when it's clearly more expensive to do so.
Many companies have already cleared out of China as much as possible (Dell made it clear they wanted all supply out of China by 2024)...Taiwan is the next logical step.
You will start to see the term NCNT (No China, No Taiwan) used more and more...it's already part of many companies internal strategy and corporate planning. Similarly China has a "China for China" policy...where they want everything sold in China to be 100% made in China.
Many companies have already cleared out of China as much as possible (Dell made it clear they wanted all supply out of China by 2024)...Taiwan is the next logical step.
You will start to see the term NCNT (No China, No Taiwan) used more and more...it's already part of many companies internal strategy and corporate planning. Similarly China has a "China for China" policy...where they want everything sold in China to be 100% made in China.