Comment by baybal2

This will not do much with Taiwan being a single source for semiconductor manufacturing supplies.

Much of critical blockers for chemicals, consumables, materials will still be in Taiwan just because the semi industry is that huge there.

All 300mm fabs working outside of Taiwan are just few shipments of consumables away from stalling all the time.

When Russia attacks Ukraine, the 3rd world is fucked.

When China attacks Taiwan, the 1st world is fucked.