Most of the activities in China are for foreign markets.
"Nvidia DOES NOT Win DOD/DOE contracts because they make their products in Taiwan Fabs and not in the US. IBM, Intel, and AMD make their stuff in US Fabs. "
is the comment I was responding to - the argument that Nvidia doesn't win because they fab in Taiwan is false - was just pointing out that AMD also makes their CPUs and GPUs at the same company in Taiwan.
Of course any large multinational like Intel has processes spread across the globe - I do, however, however, think that most of the work done on products does not come to the US market. Not sure what you mean by key ingredients - not the sand, not the wafers, not the fabrication, and maybe only raw materials to make the packaging are from China - the fabrication is done by machines from the EU and US. But, again, hard for any industry to not have some linkage to Chinese suppliers.
Supercomputing would not be where it is today without Nvidia GPUs - prior to that, it was massive amounts of CPUs. Intel's Larrabee derived products came at the exact wrong time - just before Nvidia GPUs started taking all of the oxygen out of the market - it is also the reason for Xe HPC - no need to cede a significant portion of the BoM to another company.
This whole manufactured trade war is total <Mod Edit>, amazing we have a president who thinks that raising tariffs on imports means there is money flowing into the treasury. Giving China MFN status was a MASSIVE mistake - but not understanding how tariffs work is the biggest blunder.