Forcing TSMC to set up factories while imposing tariff barriers only increases chip procurement costs for U.S. companies and restricts their market access. Moreover, TSMC is currently overly reliant on the booming AI industry, which remains on the brink of a bubble collapse. TSMC's CEO estimates that 30% of future advanced processes will come from U.S. factories, but I believe this is overly optimistic. Given the Trump administration's ambitions, at least 50% of TSMC's advanced process chips will likely be produced in Arizona, with Taiwan's supply chain relocated to the U.S. Only then can the U.S. ensure leadership in chips over China and Europe. In the AI industry, the key players are the U.S., China, and Europe. Washington does not want TSMC to have the capacity to supply its competitors. China, meanwhile, is aggressively bypassing the current logic chip track, preparing alternatives from design to manufacturing, such as advancements in photonic chips.