

The Global Foundries split was probably a way to get AMD out of the hyper-capital-intensive fab business. And without a tier-1 customer, Global had less reason to pursue smaller nodes.
Intel has that national-champion thing to keep it afloat. I can imagine there are defence contracts that will never go to a “TSMC Arizona Division” and they’ll pay whatever it takes to keep that going.
To be honest, I’m amazed it took til Biden before we saw more pressure on TSMC as a flashpoint.
Even if we’re on nominal good terms because they’re a capitalist democracy, nobody likes single points of failure (earthquakes and industrial disasters happen even without geopolitical tensions)
But we’ve handled it miserably-- throw some money at Intel who can’t innovate out of their gilded cage anymore, and try to get a few TSMC facilities stateside-- when we should have been trying to completely diversify the supply chains with new players and new geographies.
In fact, it’s amazing that we lost the concept of second sourcing. That ensured no one vendor held you hostage. Like 8 different firms made 8088s, on up to the 486, but after that it dried up fast. You saw a few IBM badged Cyrix 6x86s, but who else sells a pin-compatible Ryzen?
I hope once China gets far enough up on the tech curve, they see distributing fab tech as a BRI programme. No reason your next bag of 74LS04s, or the 30-cent MCU in your thermostat, can’t be made on a 28nm fab in Burkina Faso.