Whatever you say about value of software. You still need to build machines and all the parts it runs on. Not to forget all parts of the building it runs on and

Whatever you say about value of software. You still need to build machines and all the parts it runs on. Not to forget all parts of the building it runs on and all parts of the networks it connects to and everything to power it... Capability to manufacture full hardware stack is critical. China might not be top at the silicon chips, but they have extreme competence for below that.