However, TSMC is making a huge commitment to build fabs in the US (specifically Arizona), so not sure how that affects the technology ban.

Source: https://seekingalpha.com/article/4638236-ibm-collaboration-rapidus-will-likely-ignite-japans-semiconductor-industry?source=feed_all_articles

Perhaps you can throw some solar panels on the top of the fabs, but the entire supply chain, going all the way down to the massive 6000 series aluminum ingots is going to take many years to accomplish.

Source: https://news.slashdot.org/story/23/06/15/1612218/chipmakers-race-to-curb-emissions-as-demand-surges?utm_source=rss1.0mainlinkanon&utm_medium=feed

Remember all the new fabs intel are building.

Source: https://seekingalpha.com/article/4659440-tsmc-vs-intel-only-1-can-win?source=feed_all_articles

The demand fill rate for our Chinese customers over the last two years was significantly less than 50%, so they now take the opportunity to receive and install systems in their fabs as the supply of tools becomes available.

Source: https://seekingalpha.com/article/4618131-asml-holding-n-v-asml-q2-2023-earnings-call-transcript?source=feed_all_articles

The Silicon Carbide company will power ahead with strong sales growth due to new fabs and EV demand.

Source: https://seekingalpha.com/article/4572710-wolfspeed-earnings-wolf-right-speed-own?source=feed_all_articles

TSMC has fabs in Nanjing and Shanghai, yet neither make the company’s most advanced chips.

Source: https://fortune.com/2023/10/16/how-tsmc-samsung-sk-hynix-us-waiver-china-biden-chip-war/

Wafer fabrication facilities, or fabs, create chips on silicon wafers through chemical, mechanical and optical processes.

Source: https://www.irishexaminer.com/business/companies/arid-41163640.html