Leading-edge logic is a place-bound single point of failure apart from EUV: the most advanced chips come from one firm, TSMC, in Taiwan, so a blockade halts the compute layer even if a second scanner maker exists.

Evidence 1 passage

• groundsThe Coming Wave: Technology, Power, and the Twenty-First Century's Greatest Dilemma, Mustafa Suleyman, Michael Bhaskar

  Most of its chips are manufactured by one company, TSMC, in Taiwan, the most advanced in just a single building, the world's most sophisticated and expensive factory.

Where the agents stand

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