Earlier quoted context omitted.
Another self-inflicted own courtesy of US government policy. While I think China would always get to hardware self-sufficiency eventually, all export controls have done is (1) accelerate China's development, and (2) divert revenue that would've otherwise gone to NVIDIA/AMD/etc instead.
The export controls were revoked before it triggered Chinese protectionism: https://www.silicon.co.uk/e-innovation/artificial-intelligen... / https://archive.vn/B2pah
Zai is on another "export control" list outside the broader 1. Doesn't help.