I can assure this, that the US blocking tech sales to the largest buyer is akin to kneecapping Nancy Kerrigan. If you think you can kneecap the Chinese you will lose. While some celebrate the temporary bashing of China, China is now being forcibly developing their own technologies and doing very well at it.
The US Semiconductor business has a GDP of just 2.3%. The working model for semiconductor sales is akin to selling bananas in the desert out of a broken refrigeration car. The shelf life is nil. And if you can't sell to the Biggest Customer, your rotting bananas sit on the shelf.
With the exception of Nvidia, US Semiconductor companies have been severely damaged by the US Gov. China leads in 34 of 41 global core technologies. And is very close in the other 7 categories where the US currently leads. Stopping China is like trying to stop a freight train with your body.
China makes there own ion implanters and the only ingredient lacking at this point is ASML's EUV. I cannot comprehend how Samsung and TSMC expect to stay in business when the US has plans, albeit, silly plans to build some 20 Fab plants which cannot be cost effective in the US labour markets. The best estimates are a 50% increase in chip costs. And why would a fabless house bring its designs to Samsung fab, or Intel FAB? Makes no sense at all. The blockade of narrowgated chips sales and manufacturing hardware only benefits the US not Europe and most certainly not Asia. The US, the supposedly great ally of Taiwan, has let it leak that they would bomb TSMC to prevent Mainland China from taking it. The US has gone utterly mad.
The CEO of ASML has stated very clearly that the Chinese will in fact develop their own EUV machines and when they do, they will compete globally. Boycotts against China are a strong incentive to do this.
But but but NATIONAL SECURITY... think about this. If China Builds its own chips. How will anyone know what is in them. Let's not forget that only China has landed a spacecraft on the dark side of the moon. The US blocks all space technology from China. Yet the Chinese space station has Ion engines.
China is catching up... the Loongson's 3A5000, is impressive and there are others. The Biren 100 and 104 are somewhat unknown but China's commitment to AI is unassailable. The only ones making any real forward process in all this Nancy Kerrigan Kneecapping foreign policy is China.