It all worked well pre tech war, east and west semiconductor studios were customers at TSMC and TSMC was a customer at ASML. Then the US started the tech war and the world started bifurcating somewhere in the middle term into a NATOstan and BRICS world..

The question should now be how fast can innovation happen with 2 or maybe even 3 supply lines instead of 1 global supply line for semi conductors.