you're assuming way less action from the US than there would actually be. it's not about the exports, it's about the supply chain to supply a fab. they need euv

you're assuming way less action from the US than there would actually be. it's not about the exports, it's about the supply chain to supply a fab. they need euv machines, wafers, thousands of specifically sourced chemicals etc. it's not about what China wants, it's just not feasible to operate a fab in a warzone