I have some thoughts on this I'll post as a comment. But basically the predictions of their re-shoring being a total bust were nonsense. It doesn't matter at the end of the day if their efficiency is only 80% of that of their fabs on the island, if it's enough to be part of what supplies the entire west with all they need for laptops and smartphones and gaming consoles then it's enough to no longer need that occupied part of China or care what their actions taken against China result in as far as consequences.

other discussions
 

Taiwan Semiconductor Manufacturing Co. has reached a significant milestone in its expansion into the US. Recent trial production at the company's new Arizona facility has yielded results comparable to those of its established plants in Taiwan, according to Bloomberg, which cited a person familiar with the company who requested anonymity. This development is a positive sign for the chipmaker's ambitious US project, which has faced delays and doubts about whether it could match the production efficiency of its Taiwanese operations.