He didn't need excess, as far as the paperwork went they were lawfully sold to a Singaporean company at normal prices.
I don't think she was a double agent or even really a state asset; she was just an ambitious woman who conspired with him to sell NV cards in China.
If there was a demand in Americas or EU, why would he sell to China? And I am not talking about legality. What would he abandon an easy path to sales and look overseas .. Maybe long term, he would have need a bigger market to stuff the chips..
I can buy the claim of the ambition but you know one of her executives in Australia worked at the corner store and that requires planning. Secret agent or secret plot to get her hands on easy money; who knows for sure. Both American and Chinese lie when its convenient. She is not that beautiful or honey pot as they claim; so the pseudo fatal attraction must be because she is very smart or has been trained to know know a lot.