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> I can't fathom how TSMC would've let Infineon+NXP into the deal without some level of positive, or negative coercion.

Easy: Infineon is German, NXP is Dutch, Bosch is German. Germany is not exactly going to give a massive subsidy to a foreign company, but giving one to local companies is "bolstering local economy". And TSMC gets a fab at a 50% discount out of it.

They are getting 5bn to build this fab. That gives the government some leverage.

Which are these ASIC friendly nodes?

40nm-ish. IO logic doesn't really scale, so going much beyond that doesn't really make sense when the price per mm2 keeps increasing with every node. If your logic is simple enough that it doesn't really benefit from the increased transistor count or power savings, IO is going to be the main factor when it comes to node selection.