>but getting a design up on a new process can easily take a year, often more. That's only relevant to companies that have to build all their own CPUs. The wor

>but getting a design up on a new process can easily take a year, often more. That's only relevant to companies that have to build all their own CPUs. The world is not HackerNews. 99.999999% of companies can do with the radical idea of using an existing older, slower, perhaps more power hungry processor. [It can be argued this already happened - all the Spectre/Meltdown mitigations costing performance, and the world kept trucking on]. Apple's bottom line may be temporarily hurt, and AMD will be in trouble, but that's hardly an economy-shaking threat. >Not to mention that building up raw fab capacity takes time as well. TSMC is actually rather small in the raw picture. >The impact on supply chains in the short term would be devastating even if the long term can be gotten under control. We were just having a huge pandemic. We can handle merely another chip shortage. >If the short term includes a war with China, then, well... Which is a different matter entirely.