The first 5nm chip in production was designed by a US company, Marvel. They are a fabless designer and yes, rely on TMSC and others as they diversify production. TMSC has understood their advantage is in production and has gone out of their way to not compete with the companies they manufacture product for. This manufacturing advantage will lessen as companies like Intel invest money in the high end lithography machines able to produce these specialized AI chips. I wouldn‘t count on chips being the limiting factor in the speed of AI adoption. As per usual, we’d have to anticipate they will continue to become more capable, more available and more affordable.