Comment by troupo

1 day ago

> In a China/Taiwan conflict, China's not getting TSMC output either

China has enough domestic electronics production to not care. Also, in the event of a war they would probably stockpile necessary parts.

> we could get older process node stuff. We could still build say, 2015-era chips.

If the factories producing those chips are still operational. Otherwise you end up in the exact same situation as Russia, for example. They have some barely functioning old factories producing extremely outdated chips on foreign equipment.