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20-years ago Taiwan had 7.7 ML earthquake.

Similar earthquake today and GIGAFABs go offline for months, new fabs are delayed and major Foxconn facilities are disrupted etc.

It could easily cost a year for Apple, Nvidia, Qualcomm, and many others.

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Companies build in Arizona because nothing happens there from a natural disaster point of view, except that it gets hot.

A hail mary for the board room at Intel

The way supply chains go, everyone is hurt if Taiwan (chips, EMS) or South Korea (chips, dram) goes offline for longer periods.

Next earnings call: "Alright guys, I know it doesn't look good, what with our process technology still stuck in 2015, but picture this: TSMC's fab gets annihilated by a giant meteor."

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