Jonas Nahm pushes back on NYT's TSMC-as-Apple analogy for the Arizona fab
pstAsiatech · x · 2026-10-25
Dan Wang's NYT essay argues TSMC is doing for America what Apple did for China. Jonas Nahm counters that the analogy rests on two assumptions that may not hold: presence alone doesn't guarantee learning — a fab can run well for years without its skills reaching anyone outside it or spilling into the broader economy.
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