Yeah, it would specifically be in instances where global conflict is afoot. Aka what people are thinking about when they think about national security risks.

There is a flip side too. It might be advantageous to maintain good will with namesake products so the opposing sides population has reservations. Similar to how this restaurants all over the us are subsidized by the Thai government so we have their backs in they get invaded.

It's hard to predict, but personally I would be way more worried about other outcomes than supply chain attacks in vibe coded products people deem as mission critical.