(https://news.google.com/rss/articles/CBMingFBVV95cUxOT2MzZG5oUVN6dDFLX0dtWk5GNXdoakNILXBqRmZsUlQ5NzdEbk1aZTlxcU9xWl9lS1NBLWNwb0JfbWctbUwxeFBKMlNMeVN6UEZmbF95NlRIRVFZbDN2SW9VZjFzUHpTYTljR21GU2xrM1JtRU9ETTFBMnhFeHBQcHRKQzRIV202RWdYZXFmektSalBDckxITVRFeDJNZw) on US chip capacity expansion isn't a vote of confidence — it's an admission that foundry margins are compressing and Taiwan can't stay fat on high-end chip pricing alone.

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