Not worried about either.
Last time I checked, ASICS chips were fillers for chip makers.
There are already plenty of ASICS plugged and unplugged, and I don’t see how any actor could:
A) pay enough the chip makers to get in the front of the line of production/deliveries, as they are competing with the like of NVidia and AMD.
B) find enough cheap energy to plug all these hypothetical ASICS
C) do it covertly enough so there are no repercussions, whether it’s social or economical.
And no, I don’t see how any country could justify politically to do this, unless they go full Bitcoin Standard, which has 0 chance to happen in any country that would have enough economical power to pull it off.
Plus, the incentives of bitcoin could even potentially decentralize chip r&d and production as it becomes a "national security" issue to participate in the network