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I think the issue is that TSMC exists, which takes up a lot of oxygen and opportunity. Whereas in space, there wasn't a high quality opportunity, so SpaceX had a lower hurdle to being the best (even though that still wasn't easy!).


Indeed, but downplaying the strategic threat to Taiwan as a "short-term" potential impact is not a credible position in the long term.

It is prudent, possibly even critical, to have foundries on US shores, and the US will have to pay for it.




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