EUV and raw materials aren't the bottlenecks, with respect to most devices. There's a correlation effect whereby a shortage of minor components will halt assemb

EUV and raw materials aren't the bottlenecks, with respect to most devices. There's a correlation effect whereby a shortage of minor components will halt assembly of finished products, so the tail risk scenario likely starts with more mundane chips (legacy nodes, 200mm wafer) rather than flagship processors on leading-edge nodes.