How are US sanctions creating the shortage? If anything there is LESS capacity from TSMC being used by Chinese companies, since e.g. Huawei can't get leading edge wafers from them. Arguably TSMC's capacity would be even more strained if there were no sanctions.
This would have happened regardless, and has more to do with supply chains being disrupted by covid (plant shutdowns, slower progress through ports/customs, etc.)
Just because Chinese chip designers can't use TSMC anymore doesn't mean that Chinese consumers (or any other non-western consumer) won't buy chips from foreign suppliers like AMD, Apple, Intel, Nvidia, Qualcomm, or Samsung. Where in the hell would they
supply their own semiconductor from ?
This entire situation wouldn't have happened if America itself wasn't so dumb about the following ...
1. Relying on chip production from Taiwan
2. Maintaining a semiconductor cartel
3. Sanctioning other potential sources like China
To top it all off, just about everyone on here is praising the downfall of Intel as well. These shortages are clearly a result of self inflicted wounds on America. Nobody took my
foresight seriously before but look who's laughing right now when they chose to be
clowns like the rest of America ...
Instead of letting capitalism run it's full course, America chose to prevent the Chinese equipping their own fabs with the necessary tools and depended on an unreliable partner like Taiwan to meet their demands rather than maintaining the technological lead they once had. Americans deserve every bit of the shortage they're now facing since they were too damn insecure about letting China produce their own semiconductors or are too lazy to source their own chips ... (If Americans want to keep blindsiding themselves then it's their own fault)