Yeah I think this is the right take. The current generation iPhone SoC is on a 5nm process. The Arizona fab will do 5nm initially. Apple has recently purchased

Yeah I think this is the right take. The current generation iPhone SoC is on a 5nm process. The Arizona fab will do 5nm initially. Apple has recently purchased TSMC's entire upcoming 3nm production and plans to use it for the next gen iPhone and MacBook. While the actually assembly is done mostly in China, Apple is already assembling a small number of iPhones in India and working on ramping up production there as well as looking at Vietnam. In the unlikely event that China storms Taiwan and seizes the foundries or something, at this point the outcome for Apple would be that they would just delay the next iPhone and use another 5nm SoC in it. Most consumers would be oblivious. Big deal, the world's richest company would suffer some delays, some junkies who are addicted to always buying the newest phone would cry a lot, overall no one would care that much. TSMC would get 3nm up and running outside of Taiwan sooner or later, and/or other fabs would catch up. I don't think it would lead to as much of a meltdown as people have been saying. (The subsequent world war on the other hand...) Edit: Looks like the latest iPhone 14 Pro is actually on 4nm, not 5nm, but unless China invades like tomorrow I don't think this really changes the equation much.