And history has shown that companies don't just move to China/Russia because the US market is so lucrative.
And their phones are manufactured in China, India and Vietnam.
Nobody said that. Please don't do straw men arguments.
They moved most of their manufacturing to China.
2. The export controls have exceptions, loopholes, and people with strong wills.[1][2]
3. China is slowly but steadily freeing itself from import dependence.[3]
[1]: https://tech.slashdot.org/story/23/08/21/203241/china-keeps-...
[2]: https://mobile.slashdot.org/story/23/09/09/1849221/huawei-sh...
[3]: https://mobile.slashdot.org/comments.pl?sid=23071327&cid=638...
There is an argument that China has the world's largest economy and it is nestled in the middle of the region that is best known for high-tech manufacturing. It is still possible that they'll fumble this somehow, but the fundamentals are solidly on the side of China becoming the place to do AI training.
It’s not as secure and stable of a situation as you present.