1st place is only part of the equation. They are a very important player, have been for some time and many big companies depend on them and will still depend on them even if Intel gets its stuff together.
But global dynamics seem very interesting currently. Big tech influence on political issues and wars have been big for some time but is becoming very visible now. Taiwan would be a very different country without TSMC. Heavily optimized for cost and speed and less on reliability supply chains and mining industries.
It seems hopeful to me that future wars will mostly be cyber and economical, it could mean less people suffering but it's not granted.
But global dynamics seem very interesting currently. Big tech influence on political issues and wars have been big for some time but is becoming very visible now. Taiwan would be a very different country without TSMC. Heavily optimized for cost and speed and less on reliability supply chains and mining industries.
It seems hopeful to me that future wars will mostly be cyber and economical, it could mean less people suffering but it's not granted.