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It technically does not matter today. Sure the SOTA fabs only exist in a few places, but it’s not like a 2010/2015/2020 era chip is unusable trash. All of which are more geographically distributed.

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For any critical workload a chip is considered trash after 5-7 years. They still run , of course, but increased incidents on platforms that are supposed to be 99.99 are hard to work with. Now if you mean there’s unused stock of those , that would maybe work, but I am not aware of significant unused stocks.

I am talking about making new chips on older nodes. If China can only build 7nm, but TSMC is at 3nm, that’s unfortunate, but they will survive.

I agree, a move on Taiwan sets semiconductor industry back like 5 years at this point, down from what I’d say was 10 just last year

yeah equity asset values are going to tank but US will get serious about the supply chain immediately (which is already very much in progress), plus all the older nodes to alleviate some pressure off of the active compute demands

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