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There’s an IBM factory in Essex junction, Vermont that makes a lot of (shitty?) CPUs for high security applications for this reason. It’s like a factory town. But weirdly it’s now owned by a Abu Dhabi company named GlobalFounderies. It’s complicated
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I asked an edge computing company a while back about this exact question, since they used GPUs. They stocked up on GPUs loooong before the initial COVID supply shock started biting.
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Yes, though in general the military has had supply chain requirements (don't rely on China, chain of custody, etc.) in place for a long time and r probably less susceptible. Defense does compete with private industry (automotive, telecom) for capacitors, DC/DC converters, etc.
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The reason Obama bailed out the auto industry was to preserve heavy manufacturing capacity in a situation like this. GM makes a lot of tanks' Suspect Defense gets chips domestically. They have specific requirements, also don't want cutting-edge (not tested enough in stress).
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I don't think the military is in a hurry to upgrade to the latest process node on 5nm to get the maximum FLOPS in minimum area or something like that. Their metrics are probably more stringent in the reliability space than in perf. That means that they are probably 2 gen behind.
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