I would not be surprised if this was in the calculation. TSMC US is currently moving quite a bit faster and ahead of what TSMC originally planned. There is a possibility that TSMC US will only be 1 year behind in node development. With the added capacity, it will accelerate transition of Qualcomm, Broadcom, Nvidia, AMD etc to Fab on US soil.

Once that is even partly done. There is no reason Trump will send US troops to defend Taiwan.