Sure but you can throw both of those companies in there. I think it just adds to the point.

Nvidia might be the easiest to replicate (I'm not sure if that's true or not) but my point was that you can draw the conclusion either they can't actually replicate this supply chain so they are behind and are importing as many chips as they can get away with or certain companies are trying to (which may not be a distinction since many Chinese companies have CCP officers inside the company), or they can do it and haven't... but that doesn't make any sense because they would obviously want that entire stack.