The tweet is from Neil Cybart and WSJ. You may know him as one of the more accurate Apple analysts. And most people still to this day think either China miscalculated it, or China's official stance is somewhat unclear. ( Paul Graham )
And as usual, Benedict Evans has much better take on the situation. Mostly likely because of his major in History.
[1] https://twitter.com/neilcybart/status/1500825861242724352