Both TSMC and ASML are just the tip of an iceberg. Each has thousands of supplier companies spread across many countries. Many of these supplier companies are peerless themselves in their respective areas.
It's a lot less concentrated on those two countries than it seems, but at the same time things are even more fragile than your post would imply.
It's a lot less concentrated on those two countries than it seems, but at the same time things are even more fragile than your post would imply.