TSMC is already planning multiple factories in the US, India,etc... So is Intel. Raw materials are what are most concerning. Either way, it would be bad for the economy but war is profitable and war time powers can bend a lot of rules/companies.
Re:AMD is now worth more than Intel
by colinmhayes on Monday March 07, 2022 @11:39AM
(#30589944)
The vast majority of TSMC manufacturing will still be in Taiwan. The US fabs are mostly for national defense products that legally need to be completely domestically sourced from what I can tell.
How many years do you think it would take to build up those resilient supply chains? 5 years?
That's 5 years without most products from AMD, Nvidia, Tesla and every other TSMC customer. Samsung can absorb some of that business, but not much. Intel will shoot to the moon in that scenario.