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I once heard the ASML CEO say "that their scanners use parts from over that world not just from China", also I think that at least some of ASML research is done in China.
I am pretty confident that the Chinese are smart enough not to disrupt the global supply chain like that guy say they could and much less in the current economic situation, rather they are going to fight this war on their own terms, rather than US terms, like in the Art of War. That is why "United States of America" was not even mentioned once in their congress.
The first causalities looks like that come from friendly fire and those are the Chinese liberals internationalists in the semiconductor industry, the localizers proved that the liberals where wrong all this time and they are going to push for complete domestication. The liberals internationalists are going to fight back with every glimpse of hope the could find and FUD their way in the battlefield. I think that the battle will settle with De-Americanization of the supply chain as much as possible.