Moving a 5nm Fab: 'No Comment', says TSMC

One of the wackiest reports over the last couple of days is that TSMC has chartered a container ship from Taiwan to the US. The twittersphere is ablaze that this is TSMC physically relocating a fab to the US on the imminent invasion from China. TTP is here to debunk this myth, with a special guest appearance from Industry Analyst Sam Reynolds.

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Book recommendation
Is China invasion a threat? Book: https://geni.us/yAk5w76

Other Links:
Taiwan has already stated its fabs will stay in Taiwan (April 2021) https://www.taipeitimes.com/News/biz/...
Fabs require support from local infrastructure for production and sustaining https://topics.amcham.com.tw/2021/05/...

0:00 What's the Story
0:28 Sponsor: Linode! http://www.linode.com/techtechpotato
0:46 Setup
1:01 Reports
2:10 TSMC N7, N5, N3
4:05 Clear up some FUD
5:57 TSMC is staying in Taiwan
7:28 Next Decade in Taiwan
8:11 Nearer to the Market
9:30 Taiwanese Political Situation
12:08 Recommended Reading
15:15 Global Scope of a Conflict
16:43 'No Comment': TSMC's Agnosticism
18:36 Is the ship a target
21:03 The original source
23:06 Is Hiring a Container News?

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