Comment by originalvichy

Late reply. This is all assuming that the corps producing the hardware will live in the same world as before this squeeze. The reality is that the combination of a highly concetrated manufacturing landscape + the global political environment means that the same games that were played with ASML, Nvidia and TSMC will likely be repeated with the relatively lightly affected generic manufacturers of components. Given the close connections the hyperscaler CEOs have with the USGov, and the leverage the US has over South Korea and Japan, one executive order is enough to tip over the entire manufacturing sector and supply chain to the hyperscaler’s advantage.

As others noted, only the Chinese sector has a chance to fill the space for consumers in this nightmare scenario.