Re: How much of that 17% demand increase
Increasing domestic capacity is as much about protecting your country in case of trouble as it is about assuring supply during normal times.
While I think either are extremely unlikely, if Russia/Ukraine broke out into a larger land war in Europe, or China decided it was time to invade Taiwan and TSMC's fabs ceased operation, you want to at least be able to supply the needs of military and important domestic sectors necessary for keeping the lights on, etc.
Biting the hand that feeds IT
