[an_opabinia]

We’ve been using chips with larger transistor sizes, made elsewhere, for decades.

Nobody is going to lift a finger for Taiwan over (checks notes) slightly smaller transistors.

We had an audition for disrupted supply chains just this year. It turned out hardly any of it really mattered.

[sct202]

I think you might be over estimating how long things were shut down in Asia. Outside of Hubei, China had an extended Chinese New Year for a couple weeks (in February) and a longer post holiday ramp up. Taiwan, South Korea and Japan didn't shut down.

Pretty much any company that imports stuff from China would have already had additional supplies built up to cover the normal CNY shut down and ramp up so the supply chain issues were lower than if COVID had shut down China at a different time of the year.