Tbf, US companies brought this upon themselves when they agreed to China’s guidelines for working within the country.

Lots of industries in China have a barrier to entry for foreign manufacturers/businesses that require either partnering with a local Chinese business or rebadging your product to sell under a local Chinese business brand.

Such conditions are rife for IP theft. Especially in a country that is famous for ignoring IP laws of other nations. Shenzhen doesn’t even leverage IP laws at all, it’s the wild west.

Remember that Huawei already broke through the mobile SoC barrier that was thought to be impossible with their new chip recently? Oh I wonder what is going to happen next… Well the Chinese have been much further in their domestic GPU/AI accelerator development. They just end up creating Chinese domestic competition and at worst global competition for US tech sector. I say Washington is desperate and treading water with it’s sanction war and will end up slowing china for a bit on the short term, but en up shooting themselves in the leg on the long to medium term with this one.

And exports from non US, or Taiwan Semi Conductors to the OEMs. Surely they have no jurisdiction, and contracts and purchase orders are probably in place until next gen 50x cards. It’s just a knee jerked reaction of being outdone. There will be no impact outside the gamer sat in second fiddle to the NSA getting first dibs. US market only.