Sort of depends on whether Intel catches up with TSMC or if TSMC just extends their lead over them. It seems pretty clear that most firms will just go where th

Sort of depends on whether Intel catches up with TSMC or if TSMC just extends their lead over them. It seems pretty clear that most firms will just go where the bang/buck is (especially ones like AMD and Nvidia where performance is top priority) irrespective of geopolitics. If intel can't attract the right clients then it might make their extra fab capacity in the US economically tricky to maintain.