The problem with NVDA and AMD is that they don’t make their own chips. Even APPL. They farm it out to TSMC and Samsung. If there is a supply disruption they will be stuck. Intel makes its own chips but it’s having difficulty matching the manufacturing prowess of TSMC and Samsung. That has got to change though. We can’t let China control our tech industry. If China invades Taiwan, that will leave only Samsung.
You are right.