Taiwanese here. A lot of Nvidia's server, rack, cooling and power suppliers in Taiwan started as old-economy family businesses. Foxconn began in 1974 making plastic knobs for TVs. That world still runs on ties built over years of dinners and drinks, and many of the strongest ones sit with Jensen personally. Getting that many supply chain bosses around one table isn't easy, and Jensen had the pull to do it. I think it does make a difference when the CEO across the table isn't familiar with Taiwanese culture. When a problem spans several suppliers, someone still has to get every decision-maker in the room, and that person is now gone. Local analysts don't see every supplier as equally exposed. $TSM, $ASX and MediaTek (2454TT) were called irreplaceable, since any AI chip still needs them, whether for wafers, packaging or design. The worry is the next tier down, where several Taiwanese vendors can do the same job and relationships help decide who gets the order. One Taipei analyst called it a risk of orders getting "poached." I don't think this supply chain can be replaced anytime soon. Any lost Nvidia orders would likely shift to other customers, and the same suppliers already build for $AMD and custom ASIC programs.