You can call it a poorly thought out economic warfare because if you were to wage a true war you would be consulting your industry experts in advance to identify the weak points and avoid friendly fire. However, I don't think they are lying about the "national security" concept, they truly believe in the idea consequences be damned. The problem is their definition of "national security" is more about backwards looking self-preservation of what they have rather than forwards looking towards the next generation. This is what happens when you give people who have never held a real job positions of influence and power.
IDK, it could be the case that the hawkish republicans are fearmongering the democrats into economic warfare with China by lowering the bar and the democrats are falling for the trap.
In one hand you have inflation that is eating people wallets, a economy that is cooling, a Ukrainian war that is becoming another foreign war were the US is involved, a senile Biden. They have done some popular things but I don't think is enough, the woke s*it will not help them. The democrats know that they are going to potentially be obliterated in the mid terms and the general elections. They know it and they are panicking.
In the other hand you have the "China narrative" pushed by the chicken-hawks republicans, military contractors funded think tanks and the DoD, that has become pretty much toxic to the point that even some "China watchers" are starting to notice it.
From afar this sanctions don't look "bad" or "disruptive",they even look like an "easy political win", just cutting edge tools in nodes that China does not dominate yet, few AI chips. What could go wrong?
the problem is that a lot of "mature" tools are also used in advance nodes, this Estevez guy doesn't make a distinction.
AI chips could be anything, a NPU, a GPU, or even a CPU could be used for AI.
Underestimate the effect to fabs like samsung and TSMC that were waiting for some Chinese players to make ASICs in their 3-2nm nodes.
That is why this guy Estevez is having trouble convincing others, is not because Japan doesn't want to join, is because they don't know what to ban. What tool specifically, With what specs. Nobody knows, If they agree to this they will have to export control even the skews that a Japanese company sell in China. Is no practical.
The situation for the democrats now is what started probably as a easy political win, quickly evolved into a nightmare as pressure from the industry just keep building up day by day. And this guy Estevez said it "I don't care about profits."