Apart from improving the balance of the global supply chain for foundry customers working on ARM-based CPU cores, the companies are also emphasizing the geopolitical implications of the partnership. According to Counterpoint Research, Taiwan Semiconductor Manufacturing Company (TSMC) produces almost 70% of all chipsets critical to modern smartphones. The announcement comes amid rising tensions in the region, with China concluding a three-day military exercise that involved the encirclement of Taiwan, escalating fears of an impending war.
