Yes, 2-3 years is an eternity but the chip industry can recover. Chinese buy all their chips from Qualcomm (Android phones), Nvidia (gimped GPUs), Intel, AMD.

Yes, 2-3 years is an eternity but the chip industry can recover. Chinese buy all their chips from Qualcomm (Android phones), Nvidia (gimped GPUs), Intel, AMD. But Chinese companies can't take their own designs to TSMC and make chips smaller than 7nm. That's the problem for them. They've begun to invest heavily into their own chip fabs and EUV machines. On point 3, China wants Taiwan regardless of whether TSMC gets blown up in the process or not. Ideally, China doesn't have to fire a single missile at Taiwan. But if they have to blow up Taiwan/TSMC, they'd do it. Chip manufacturing is not as important as integrating Taiwan into China, to China.