the strength of the US defense commitment is likely proportional to the strategic value of the economic assets they still hold. the taiwanese have every incentive to do just well enough at the AZ plant for the $39 Billion checks to clear and no better
While true, TSMC has a stronger incentive for its own survival than the survival of Taiwan. If it's easier for them to shift operations to the US and continue to make $$$, I suspect they'd do that over retaining operations in Taiwan and hoping it will convince the US to protect the country.
