took me 1 hour to finish reading, it's pleasing to read your words.

as a semiconductor sector guy l'd say, yes, the ASIC production is way more centralized than we could imagine! high speed computation chips naturally require more advanced fab processing like10m or even lower, say with 10m process there are only 3 foundry: TSMC, Intel, Samsung, all tightly controlled by US gov regarding end-users and applications.