All GloFO, Sam, and Japanese all use at least in some part something from Taiwanese makers. If for example, the only one maker of particular brand of proprietary resist stripper does go down, I don't know if somebody would even be able to reverse engineer it to know how it works, let alone reproduce it.

They will have to go back few generations in the resist tech to resume production with non TW suppliers.

And like that with many, many other parts of the ecosystem. It's only a tip of the iceberg.