Doesn't matter where it is based. Nvidia relies on 7nm N7 chips from TSMC for its GPUs. TSMC is based in Taiwan. Both at mercy of China - from trade routes going through South China Sea as well as raw materials being sourced from China.
> TSMC is hosted by a strongly west-aligned country.
Which is right next to an increasingly hostile neighbour who keeps threatening to invade it. Unless the West is willing to go to War with China over TSMC, I don't see for how long it can maintain advantage.
Even Apple, Qualcomm depend on TSMC heavily. Lets face it. AI is primarily driven by GPUs sourced from Nvidia which depends on TSMC. China has been eyeing Taiwan for long now and we never know when it might decide to finally invade. There is no clear roadmap from the West on how it will defend Taiwan (except for saying US should blow up TSMC or TSMC should implement self-destruct mechanism in event of Chinese invasion [1]).
Samsung isn't really safe either. It is head quartered in South Korea with 2 really hostile neighbours. After Taiwan, South Korea could very well be China's next target.
