The export controls were revoked before it triggered Chinese protectionism: https://www.silicon.co.uk/e-innovation/artificial-intelligen... / https://archive.vn/B2pah
And it doesn't matter, it still pushed China to speed-up their AI related hardware development.
The export controls were not revoked, only reduced, and not before, but after China refused to buy low performing chips. Top gear was and is still sanctioned, as is any EUVL equipment.
> The export controls were revoked before
Zai is on another "export control" list outside the broader 1. Doesn't help.
Revoked or not, just ever having those controls signals to the Chinese ecosystem that you're not necessarily a reliable supplier (Would you trust US export policy to remain stable for the next ~decade given the state of US politic?) and to the Chinese government just how strategically important you see these components.
This isn't the kind of thing you can hash out in public and go back and forth on. Once you put it out there, the other party will take steps to make sure they don't have to rely on us in the long run.