Where are TSMC's newest nodes made?
“In Taiwan: Fab 18 (3nm) and Fabs 20 and 22 (2nm), on TSMC's table of 28 Feb 2026.”
The brief’s reading of the evidence; not a registered forecast.
Strature GPS · Country
Germany
3 questions answered in 2 published briefs · Newest release 1 Oct 2026
Geoeconomic · Geopolitical · Geotechnology
Questions answered
Questions answered
The questions our published briefs answer that touch Germany.
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About Germany (primary)
Exposure Brief · X-001 · 2 questionsTSMC's geopolitical exposure sits on one island, not in its China sales
What does the overseas build-out cost, by TSMC's own guidance?
“2 to 3 points of gross margin early, 3 to 4 points later.”
The brief’s reading of the evidence; not a registered forecast.Primary Taiwan Affected United States +1
Country Outlook · C-004 · 1 questionIs the main US risk for business now US policy itself?
How are allies reading US strategy?
“The source treated allies as re-pricing the credibility of US commitments rather than US capability.”
The brief’s reading of the evidence; not a registered forecast.Primary United States Affected Taiwan
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Regions in these questions East Asia · Europe · North America
ISO 3166-1 name: Germany (DEU). Country and territory names follow common usage and imply no position on sovereignty.
Published briefs
Briefs with Germany as their subject.
No published brief has Germany as its subject yet; the questions above name it as affected.
Forecast register
Forecasts on the register attached to the questions above.
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No registered forecast is attached to these questions yet.
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TSMC's geopolitical exposure sits on one island, not in its China sales
X-001 · Edition 1.0
Is the main US risk for business now US policy itself?
C-004 · Edition 1.0
General research for general circulation; not investment, legal or tax advice and not tailored to any reader. Every probability is our estimate, scored when it resolves.
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