The speed with which China managed to start producing 5nm chips has been absolutely stunning. Even the most optimistic predictions were that it would take around half a decade for China to be able to do that. Now that China got serious about this, I fully expect that we'll see China surpass whatever the west is able to produce within a few years. At that point, China will become the major global chip supplier and it will be very difficult for western companies to compete with that. I'm including ROK and Taiwan under western umbrella here. I wonder if this might end up having an impact on politics in Taiwan as well given that chip exports are a major part of the economy.