As soon as smee 28nm duv comes out, ASML should b banned in China if it not willing to sell NXT200i. It serves no purpose.
China has 4 years to completely be independent at certain node,28nm before potential next GOP president winning in 2024. Cotton already proposed the encore, stronger version than trump, complete decoupling from China.
No semiconductor chips and equipment to any Chinese entities. It won't just limited to above 10nm for SMIC as of now.
the next GOP president will adopt complete decoupling.
Clock is ticking. Stockpile as many second handed equipments as possible.
Not just cellphone chips, alot of other chips won't be available in future.