There's no guarantee semiconductor fabs will be recycled. If TSMC shuts down due to political turmoil, Intel decides to halt all R&D and milk their new monopoly

There's no guarantee semiconductor fabs will be recycled. If TSMC shuts down due to political turmoil, Intel decides to halt all R&D and milk their new monopoly, then hardware progress could simply stall with no new competitor rising. An investor would need to front many billions of dollars for an uncertain payoff over a decade or two, and Intel could at any moment become competent again. And if no investor is willing to take that risk, there would be no new competitor. Adobe and Figma are software companies, so don't require capital investment. So if one shuts down, it's relatively easy to make a new UI modeling tool(or for an existing one to take over their customers).