They are hedging bets on CCP taking Taiwan. Also, free money from US taxpayer to open in US.
It seems a problem for the entire world that the largest producer of microchips is a small and vulnerable island nation.
A small shortage of supply is causing issues for a myriad of companies right now. If something were to happen on Taiwan it would be a bad day for the global economy.
“They are hedging bets on CCP taking Taiwan.”
Exactly that.