The only thing that matters is if China can remove ASML from the equation. The USA already bans them from selling their photolithography machine to China. If

The only thing that matters is if China can remove ASML from the equation. The USA already bans them from selling their photolithography machine to China. If China can figure out the science, and get to the cutting edge of 5nm, then they have a chance at achieving parity with the west. Otherwise, forget it. But, China can still go their own way, and use slower chipsets, until such time, when they can achieve parity. Then, they also need to replace all the software tool makers that are needed to design the chips. But, I’m assuming that if they can achieve building their own advanced photolithography machine, then the software design tools should be easier to develop, albeit still time consuming.