As I am writing this, Taiwan is suffering through one of its worst droughts in many years. The northern-western part - Taipei, New Taipei City - is generally fine. There are enough reservoirs.

But other areas like Tainan, Kaohsiung, Taichung, and Hsinchu are having some issues. Their water infrastructure is not as resilient or their water demand is greater. There are reports in the media of TSMC budgeting for millions of dollars to truck water down to its fabs in Tainan.

Ah, and TSMC along with Intel and a bunch of other chip companies are building fabs in Arizona. A land inundated with clean, fresh drinking water.

The company - and the industry as a whole - has long had to deal with water usage issues at their facilities. And the problem is only going to get worse as we progress forward.

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