11M worth of chips is very small stakes for all involved[1]. It is just about two NVL72 racks worth.

Every logistics operations expects a certain percentage of theft, they insure for it. The cost of securing has to be less than cost of loss. The logistics departments are doing 10's of billions of dollars every month to every hyperscaler and all the neoclouds all over the country (and internationally).

Even military logistics routinely losses high value items - from the recent f-35 part they tried to ship via HK(and lost to China) to even full nuclear bombs that are lost to this day from the cold war era.

If we cannot secure nuclear bombs 100% during transit, there isn't going to be 100% success for computer chips.

[1]Even for foreign adversaries, probably not worth the risk of the scandal just to get two racks. They need orders of magnitude more - the South East Asian route in the news this week seems to be $5-10B worth of chips for context.