For most of their stuff 60nm provides enough computing power and as for actual electricity usage, that's obviously dwarfed by the "move 2 tons of steel at 150kmph" part :-D

There’s plenty of Malaysian fabs to handle those node sizes and products, no need to site them in Japan. Unless we collectively think that c-19 is going to be a problem in SEA for several more years.

Build time for fabs is quite long, and build time for a mature semiconductor industry (in India, for example) will be longer.

That said: I have stopped trying to think any COVID timeline is too long. Shit's wack. Shit will continue to stay wack for a while. Maybe a very long while.