> Really, AMD should be a little worried since they have some counterparty risk getting all of their chips made by TSMC. At least Intel controls their own produ

> Really, AMD should be a little worried since they have some counterparty risk getting all of their chips made by TSMC. At least Intel controls their own production. Chip fab is probably a short term risk but not a medium long term one, as the situation with Huawei has made it very clear to world governments that having competitive chip fab capabilities is incredibly important from a geopolitical power point of view. I would expect to see significant investment by various governments in the next ten years into addressing it. (If you have a proven skillset in that area and no particular ties to the country you live in I would look into buying a yacht.)