No. Its irrelevant if you produce electric or combustion vehicles (or even household electronics in general): The biggest demand is for chips on an efficient (read: older) process.

You are not going to use some 3nm EUV boondoggle process just to pump out voltage regulators or sub-100MHz microcontrollers, but you need tons of those for pretty much every application.

Sure there might be four or five CPUs on a modern process in a modern car, but there are COUNTLESS simpler/slower/cheaper chips required that are made on an older process and this is not gonna change anytime soon.

If anything, BEVs have even more older processes built in for high-power dc-dc conversion, motor driving, battery management etc.

Less gigahertz and gigaflop, more kilovolt and kiloampere.

Tesla has a large factory in Germany too

1. They do want to produce ICE cars for several more decades, yes.

2. It's not as if BEVs are chip-free, and most of the chips used aren't ultra-high performance things that require the very latest generation fab equipment.