I think their assumption is that TSMC will certainty give in to any demands. Taiwan needs US support to defend against a much worse (and unfortunately just next door) adversary.. China.
AMD and Apple offer that; Intel still(?) does not.
The most recent Intel machine that did work reliably is now 15 years old (and humming along nicely, for what it's worth).
Sure, they had Linux drivers, but they also would do crap like kernel panic, unsuspend in my laptop and overheat, screw up USB, and so on. They did it under all operating systems.
My current desktop is an AMD system on chip. It's great, except it has an Intel WiFi/Bluetooth module. There's been a bug open against all Intel Bluetooth modules for about a decade:
They fail to advertise themselves in a timely fashion at boot, so the intel driver (Linux or Windows) doesn't see them so you have to keep rebooting until it does (or write a bash script that retries modprobe).
Here's the manual for the wildly popular ASUS bluetooth dongle that works around this crap by not using an Intel part. Look at page 1 where they show you how to disable the Windows driver for your existing Bluetooth radio, which apparently can't coexist with a second bluetooth adapter under windows:
https://www.asus.com/us/supportonly/usb-bt500/helpdesk_manua...
(Manual revision U24085 will do -- it's the top in the list).
I'll give you one guess: Which brand has the bug that requires the workaround?