Don’t forget Taiwan got a few issues:
1. drought issue, whole country water shortage issue and a lot of water are required to manufacture chips, they are using reserve water trucks now.
2. COVID issue, although tsmc says got no impact on manufacturing, but that’s rubbish la, quite a few semi conductor producers got plant workers Kena covid and thousands on quarantine.
3. Whatever chips tsmc makes, Apple has a strong partnership with them and will eat up 50% of the manufacturing output. The rest are divided by other industries: automobiles, electronics (appliances etc) and advanced chips specially for GPU and CPU. TSMC manufactures 90% of the world’s most advanced chips, so can’t change supplier easily. Don’t forget, TSMC >> AMD >> Pc CPU and GPU Market, Xbox one and PS5 (don’t forget AMD is still an American company after all), Sony is not even on the priority list and to even secure the parts now, Sony has to pay more money for the components.