In an agreement with the U.S. Government, TSMC announced plans to build a new 5nm fab in Arizona. The announcement was made close to the decision of the U.S. government to prohibit the sale of chips and equipment to Chinese telecom equipment companies Huawei and ZTE, which led to speculation about the TSMC announcement. Join TIRIAS Research Principal Analysts Kevin Krewell (@krewell) and Jim McGregor (@tekstrategist) in another TIRIAScast as they discuss the announcements, the factors leading up to and influencing the TSMC agreement going forward, and the potential impact of a TSMC fab in the U.S.