The production facility is a real vulnerability but the shipping factor is overstated - total supply for silicone etching could be airlifted. It’ll be more expensive but not a crisis.
Interestingly I asked both Claude and ChatGPT "does the Infectious Substances Shipping Regulations include anything about what routes for airfreight are allowed?" and it flagged it and wouldn't respond, although switching to Sonnet 4 allowed Claude to answer.