Rumors of TSMC banning Huawei was all talk until the hammer dropped. A complete US ban of Chips/semiconductor supply chain to China was all talk until Cotton published his 80 page recommendations. The fact its being talked about and planned is enough to give China grave concern, and China should not leave things like this to chance or assume it wont happen "because reasons" thats how it got caught with its pants down in the semiconductor realm
You are comparing apples with oranges.
Talking about Cotton's essay is laughable. It was local-news-worthy for a couple days. Politicians have aides write that stuff to show how great a far-sighted statesman he is and therefore ready for national office. SMIC got approvals recently. Total ban is just all talk and so what if there is a total ban? Life goes on! The sky is not falling. If a U.S. Republican Senator talks about possibly nuking China, you think China should start building a million bomb shelters right away?
You make it sound like TSM unable to sign new commercial contracts with Huawei was all rumors and unexpected? Remember ZTE? That worked wonderfully for the U.S. so U.S. tried again.
Of course as a prudent policy maker, you take in all the data points and plot a course. Fools overreact and makes something out of nothing.
Basing missiles in a foreign country is completely different than tariffs, economic sanctions, and de-coupling. For all countries without alliance treaties, it is constitutionally illegal as it infringes upon sovereignty.
U.S. has bases in Japan and Korea already (Australia and Guam too far away). Adding a new missile does not add any more than what in-region platforms can deliver today. Coastal shore-to-ship missiles are a dime a dozen these days.
So the question is really a political one. These missiles are meant to be controlled by the U.S. alone and if U.S. does manage to convince a few countries, it is simply a message to all that I have more friends than you do. Which Asian countries are willing to publicly declare itself to be a mortal enemy of China. Even Vietnam just re-elected a pro-China leader. All these countries want to stay out of the fight. None has anything to gain and everything to lose.
Nikkei reports on a marketing pitch by a regional U.S. Command for more money from the Congress. Nothing more. Well, maybe except for people that take a populist local politician's Tarzan blurb seriously.
If China's rise can be stopped by a total semiconductor ban or by 10,000 missiles, then China does not deserve to succeed. Otherwise, solutions will be found in due time. Why didn't China worry about total sufficiency in semiconductors 10 years ago? Because there was no need and money can be much better invested in downstream industries. China is in a position to fend off the U.S. today precisely because it spent, earned, saved, and re-invested wisely for a rainy day like today. Wait until the threat is real. Most are just talk because talk is cheap and missiles/political will cost a whole lot.
This reminds of the recent U.K. suggestion of turning the G7 into D10. What happened? Nothing.