This article is more skeptical:
https://www.tomshardware.com/tech-industry/semiconductors/ch...
The "problem" with China is that they move from "the amazing thing about a dog playing the piano is not that it plays it badly, but that it plays it all" to Franz Liszt very fast.
I've read both articles and they say basically the exact same information. Only the tone of this article is a little more skeptical. It also just includes less context/information in general than the featured article