The conventional thinking is that they will as most semis are made by TSMC, but is that necessarily so? Would, on the other hand, supply disruptions lead to chip scarcity and since some big players (e.g. data centers) need the chips and cannot wait, companies like NVDA and AMD can charge top dollar for whatever inventory they got?
Note: Only talking semis here and under this hypo. Not interested in whether the hypo is realistic or the rightness or wrongness of such a war.
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