TSMC's fabs outside Taiwan do not yet remove the place-bound single point of failure: they trail the leading node at low volume, and since a fab takes 2-4 years to build, what binds is the co-located supplier ecosystem, not construction.

Evidence 2 passages

• groundsSource document

  Because it’s not their leading edge. It’s not big volumes. It’s not leveraging this really close geographic ecosystem that they have in.

• groundsSource document

  Despite their size and complexity, fabs are built surprisingly quickly, around two to four years on average.

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