> US is already blocking them from exporting to China

This might actually be a good thing for China. In a "necessity is the root of invention" kinda way. Ultimately this might be good to the world too, competition is generally a good thing.

unsuccessfully https://chinatalk.substack.com/p/billion-dollar-heist-how-sc... https://interconnected.blog/chinas-semiconductor-theranos-hs...

> US is already blocking them from exporting to China

Which works until China invades Taiwan. Then what?

All it takes is someone figuring out how to do the same thing without all the specialized parts or bulk. That's the main cost. This is the way of tech: it starts expensive, full of specialized parts that only a few suppliers produce, then someone figures out how to do it cheaper.

At $1B a pop + 50% for lifetime maintenance, the incentive is there.