Japan Quietly Upgraded Its Military — With Taiwan’s Help. This TSMC Move Just Made a Taiwan Invasion Much Harder.
China keeps talking about invading Taiwan.
But while everyone was watching the headlines, something far more important happened.
TSMC—the world’s most advanced and profitable chipmaker—decided to bring 3-nanometer production to Japan. Not legacy chips. Not trailing nodes. The crown jewels.
In this video, I break down how Taiwan and TSMC just helped Japan upgrade its deterrence capabilities at the silicon level—why this move quietly reshapes the military balance in East Asia, raises the cost of a Taiwan invasion, and leaves China structurally locked out of the future.