They'll be fine for a few years with a talking donkey running the place because they have a roadmap. And then when the situation on the ground has changed and the future is ambiguous, they will nosedive like SGI did. My money is on Huawei now. Way to go America! You've actually outdumbed the CEO's poor choices of mistresses.
Sanctions have not yet been applied. And I am doubtful that they will.