I don't think X is a two-digit number.
TSMC might be slightly ahead of Intel, maybe a few years ahead of Samsung. People forget that the original ChatGPT models were powered by the A100, a chip manufactured by Samsung, which was Sota just a few years ago.
On top TSMC has fabs and personnel with expertise in other places. After all this threat isn't new.
What's worse, China having a monopoly on production, or the entire world being set back by X years?
In this scenario X is a two-digit number, right?