TSMC "Forbidden" to Manufacture 2nm Chips Outside Taiwan
wccftech.com
wccftech.com
Seen from that perspective, this 2nm ban might not be the final word, but rather the first step of a negotiation process.
There's no "might" or "secret" about it. They advertise it widely on purpose.
https://www.tomshardware.com/tech-industry/tsmcs-euv-machine...
Only back in April there was this article describe how two of the three new plants in Arizona would be doing 2nm. Not for a while now I guess.
https://www.commerce.gov/news/press-releases/2024/04/biden-h...
> "Since Taiwan has related regulations to protect its own technologies, TSMC cannot produce 2nm chips overseas currently," [Minister of Economic Affairs] Kuo said at a meeting of the Economics Committee in Taipei, reports Taipei Times. "Although TSMC plans to make 2nm chips [abroad] in the future, its core technology will stay in Taiwan."
<https://www.tomshardware.com/tech-industry/tsmc-cannot-produ...>
But not enough capacity left for anyone to get new phone, laptop, or PlayStation for potentially years unless Taiwan is defended. Nor enough capacity for data centers so corporate HQs also demand action.