TSMC made the long term investments in R&D and expertise and are reaping it's rewards.

Just like the short scene spoken by the Bene Gesserit in the 2021 film:

B.G: "..our plans are measured in centuries; we have other prospects if he fails his promise." .. "On Arrakis we have done all we can for you. The path has been laid, let's hope he doesn't squander it."