My understanding is that the actual machineries and materials necessary to make and run fabs are made in US, Japan and Europe, not in China or Taiwan. For examp

My understanding is that the actual machineries and materials necessary to make and run fabs are made in US, Japan and Europe, not in China or Taiwan. For example photo-lithography machines are made by the like of ASML (Netherlands), Nikon (Japan) and Canon (Japan). Although it would assuredly take some time to ramp up, TSMC should be able to spawn fabs outside of Taiwan, out of CCP reach. They are already building one in the US, albeit with a small output.