US tech sanctions on TSMC China fabs create supply chain opportunities.

The revocation of TSMC's export license to its fabs in China signals a significant shift in global technology policy and supply chain dynamics. This creates immediate opportunities for companies focused on diversifying semiconductor supply chains, promoting domestic manufacturing (e.g., U.S. and allied foundries like Intel, Micron), and providing advisory services for navigating complex export controls and geopolitical risks. Businesses in Electronic Design Automation (EDA) and advanced materials could also see increased demand as companies look to build more resilient and localized ecosystems. This is a critical development for national security and economic strategy.