India, March 17 -- Taiwanese TSMC's $100 billion investment in the US is not just about TSMC, it's about a Semiconductor ecosystem in Taiwan that's attached to US interests.

Just like the manufacturing ecosystem of China was pushed by the US, the semiconductor ecosystem of Taiwan is also closely connected to US policies and the global trends it ushers.

Since the beginning of this month, geopolitical news has-been dominated by TSMC's $100 billion investment in the US. Everyone is talking about it-for and against obviously! In Taiwan obviously the DPP led government is for it and the KMT led opposition is leading the against narrative. However there's a lot more happening. A few concurrent developments require attention here.

Last week, ...