The ideal scenario would be NPM existing as a foundation rather than a for-profit company. The more likely one is them folding and Facebook taking over as the source of truth for JS packages, which is bad for everyone.
Any kind of fork/split led by a company like Facebook would be highly controversial and come with lot's of drama.
This would inevitably spark a non-profit community driven alternative and cause chaos.
All outcomes would be very damaging to the JS ecosystem though.
(also, I don't see FB having any interest in running the Javascript package registry. Yarn and it's proxy are really just a result of limitations and slowness of the official implementations)