There are a few big companies investing in TPU architectures (afaik, mostly Meta and OpenAI). All their stuff is planned to be exclusively manufactured by TSMC. Not because they want that choke point, but because it's the only fab on the planet with the ability to produce them

If China invades Taiwan and TSMC blows up the fabs to deny them the chips, the whole world loses the ability. For years, not months.

(Edit: FWIW the TPUs are 3nm chips with crazy advanced HBM, China is not making them any time soon)