deltaseventhree

Those billions are also mostly R&D. It's also from a country external to Taiwan. ASML, the Ductch.

Yes, Obviously there's a lot that goes on in this process, more then "just" silicon. But if you want a summary, then cost expertise and knowhow, eclipses actual process. In a sense it is just "silicon" when measured relative to the ability and knowledge required to transform that material.

Well that wasn't my idea? You simply assumed that was my idea without me saying it.

The idea that tsmc and Samsung can fab better then the US is unequivocally true.

No. My posts suggest none of that.

I am simply stating the truth. It is from the perspective of a tsmc shareholder not a patriotic American who wants to beat china for no other reason then being the best.

As a tsmc shareholder one part of your post is correct. US workers are unfortunately lazier and slower and more expensive. Not necessarily stupider. You characterized this part of my position partially correctly.

As for what the US should or should not do, I never commented on that. Your patriotism and defensiveness specifically injected rivalry into your response. I literally have no opinion on what Taiwan or China or the US should do. I am neutral on that front.

Long sigted. The investment starts from scratch. Why not invest in some places cheaper? Why not invest in a place that has better expertise?

Overall the long term vision is to wrestle some control away from China. That is the long term bet the US and tsmc are ultimately making and what's driving the decision. But economically this is a bad bet.