It would be a huge loss in capabilities. The only place to build the most advanced process semiconductors we have (like the ones in NVIDIAs flagship AI cards) i

It would be a huge loss in capabilities. The only place to build the most advanced process semiconductors we have (like the ones in NVIDIAs flagship AI cards) is at TSMC, in Taiwan. A lot of the equipment there is highly specialized and tightly controlled. Considering the EU is not exactly interested in US foreign policy right now, you now have to take into account that the most advanced EUV systems are made solely by a company in the Netherlands... you see how the US might never be able to replace the current state of the art chips. It's possible foundries in SK or the new ones we're building will get there one day, but it wouldn't be for a while.