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> First, it’s a huge revenue loss for Taiwan.

and whose capacity will be sacrificed to fulfill this lost revenue potential?



I don’t understand what you mean by capacity.


Capacity as in the amount of chips they can make. If they are already at max capacity, then which of their customers currently maxing out that capacity will be told no so that they can suddenly start producing chips for other people.


More demand will drive up prices. More demand will provide incentives to build even more fabs, which will further increase revenue.

Also, TSMC's fabs are not at max capacity. It's only 70-80%.




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