It's not going to change much. Most ICs don't need or benefit from 2nm features. It's only value in the West is in boosting yield of high profit margin VLSI devices where it makes sense to air freight them to SZ for assembly. Those represent a tiny slice of the semiconductor market. Cheap jellybean semiconductors will stay in SEA close to their final assembly point since their dice are already tiny and you can't squeeze more parts out of a wafer without compromising on specs.