"The sheer scale of dependence on TSMC makes it hard to accept that could change. Also, for Apple, there are the vast challenges associated with bringing manufacturing back to the US, with its lack of skilled labor, shortage of rare earth minerals, and the general unwillingness of the US labor force to accept minimum wage for a high-skilled job.
In October 2022, TSMC said US attempts to rebuild a semiconductor industry were doomed to failure. Naturally, TSMC and Taiwan don't want to see sales move to the US, but then there was also what's called the "silicon shield."
This is an argument that the US is so dependent on Taiwan that it would protect the country should China attack."