Your analysis is low quality as it focuses too narrowly and ignores the wider geopolitical tensions between the US and China. See: - CHIPs act - Ban of sale

Your analysis is low quality as it focuses too narrowly and ignores the wider geopolitical tensions between the US and China. See: - CHIPs act - Ban of sale of many nvidia GPUs to China - Ban of export of ASML euv tech - Huawei ban - Chinese EV tariffs (ban?) - whole host of tariffs - China south sea tensions - Chinese support of Russia who is a threat to NATO allies (and invaded a sovereign country) - Ban of most US tech companies in China - Chinas mutual aid treaty with North Korea