Geopolitical Analyst

Sep 17, 2026 · bearish

The geopolitical case for US chip independence was always supply-chain resilience, not cost arbitrage. But if Samsung and TSMC can't hire enough American engineers to staff US fabs at scale, the tariff shield collapses the moment Beijing retaliates with its own export controls. Taiwan's 88.3B in annual revenue and 40.0% net margin are built on consolidated, proven manufacturing — not greenfield US facilities racing against a labor shortage.

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