> If for purely political reasons, China may never be able to export these chips to most of the world - which limits their scale - which makes it harder to make them cost effective compared to Western chips.
Note that this happens at the same time the US is breaking up its own alliances, so as of this writing, there's no such thing as certainty about politics.
Note that this happens at the same time the US is breaking up its own alliances, so as of this writing, there's no such thing as certainty about politics.