Something else no one seems to be talking about. Nvidia’s chips are made in Taiwan by TSMC. What happens if China invades in the next year or two?

ASML will brick the machines and the chinese will only be able to look at them and try to copy them, which will take years, even assuming that chinese are already able to builld something like ASML’s machines, which I doubt (if they would be able they would not need Taiwan).