> impact critical stuff like automotive, the cars and trucks

Most capacity for legacy nodes is already ExTaiwan and ExChina. TSMC leapfrogged American and Korean fabs in the late 2010s/early 2020s with sub-14nm process nodes, but Samsung and Intel have caught up for 5nm and 7nm capacity. And Taiwanese firms have largely diversified OSAT and ATMP away from Taiwan and China to ASEAN, US, and India.

This is something everyone adjacent to this space has been thinking about and acting on since 2017.

> only impacted commodity stuff like phones, datacenters and laptops

Data Center and enterprise applications are prioritized in most ExTaiwan sub-7nm fabs such as Intel 18A.

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A US-China War over Taiwan would be devastating, but not getting an M1 Macbook will be the least of your worries.