IMO TSMC has been geopolitically significant for at least a decade when they started becoming the dominant supplier in terms of volume for mobile and compute be

IMO TSMC has been geopolitically significant for at least a decade when they started becoming the dominant supplier in terms of volume for mobile and compute between mediatek, qualcomm, nvidia, ati/amd and others. I think Intel tried pretty hard for custom foundry but didn't get much business between IP concerns from competitors and their 10nm failures resulting capacity shortages.