Yeah definitely unfortunate. That said, I'm guessing the overall cost of overseas packaging is really tiny, otherwise Intel would've made a great customer since they are already packaging TSMC N6, N5, and N3 in New Mexico for their Arrow Lake CPUs.
This is not adversarial thinking. Ukraine would be delighted to hit one container with all Russia's advanced chips going to e.g. Vietnam or China to be packaged and sent back.
This is a massive supply chain weakness and presumably will be addressed as soon as possible.