Then so what? It's whataboutism. The practical answer is that all of FAANG will have to pick up the pieces once their supply chain is shattered. Samsung would

Then so what? It's whataboutism. The practical answer is that all of FAANG will have to pick up the pieces once their supply chain is shattered. Samsung would quickly reach capacity with AMD and potentially Nvidia as priority customers, and Intel will be trying to court Nvidia and Apple as high-margin customers for some low-yield 18A contract. Depending on whether TSMC's Arizona foundry ever reaches operational capacity, they will be balancing orders from Nvidia and Apple in the same way they do today. Given the pitifully low investment, it's not really likely the Arizona facility will make a dent in the supply chain. Fact is, Nvidia is well positioned to pick up the pieces even if 5nm> processes go away for the next decade. The only question is whether or not people will continue to have demand for CUDA, and the answer has been "yes" since long before crypto and AI were popular. If TSMC was bombed tomorrow, Nvidia would still have demand for their product and they would still have the capacity to sell it. Their competition with AMD would be somewhat normalized and Apple would be blown into the stratosphere upon realizing that they have to contract either Samsung or Intel to stay afloat. The implications for the American economy are a little upsetting but there's nothing particularly world-ending about that scenario. It would be a sad day to be a Geekbench enthusiast but life would go on.