I think it's not unusual for companies to be forced to accept such risks if their competitors have already done so and that's enabling the competitors to win.

I think it's not unusual for companies to be forced to accept such risks if their competitors have already done so and that's enabling the competitors to win. Governments can intervene to keep the playing field level, while protecting the national interests. If it's true that the US has a dominant position in this space, then it's true that the US government has an opportunity to prevent the US companies from shifting manufacturing to where it's likely to result in IP theft in the process of competing with eachother in the manufacturing costs deparment. If all the companies in the space are forced to ignore the cheaper manufacturing option, that self-destructive avenue of competition is off the table on equal terms. However there's still the threat of foreign competition undercutting on manufacturing, if they catch up in the IP department (which IP theft certainly accelerates).