Perhaps that's the point? If NL feels like they already have an effective domestic industry for their needs, there is no need to sign-on and invest resources here.
However, for these other countries, they have concerns that are not strictly economic, but also related to national security and economic flexibility.
I don't know their plans, but I wouldn't be surprised if a pragmatic solution wouldn't be to co-invest in domestic fab facilities with existing incumbents who agree to comply with domestic interests as relates to sourcing, labor practices, IP sharing, local hiring, training, and environment controls.
It doesn't necessarily mean "spend money to beat TSMC at the tip of the spear". I mean, at least, I hope it wouldn't. Not at first.
However, for these other countries, they have concerns that are not strictly economic, but also related to national security and economic flexibility.
I don't know their plans, but I wouldn't be surprised if a pragmatic solution wouldn't be to co-invest in domestic fab facilities with existing incumbents who agree to comply with domestic interests as relates to sourcing, labor practices, IP sharing, local hiring, training, and environment controls.
It doesn't necessarily mean "spend money to beat TSMC at the tip of the spear". I mean, at least, I hope it wouldn't. Not at first.