For reference, Tilly Zhang has an undergrad major in journalism, and Doug Fuller ("a Chip Researcher") has a political science PhD and works at a business school.
These are the caliber of subject matter experts (SMEs) that are consulted on the success of semiconductor sanctions. You can tell they don't consult real semiconductor experts, just MBAs, PoliSci, English Lit, Journalism majors who regurgitate outdated information.
I am way more qualified than either of these jokers on semiconductor matters. I’ve taken several semiconductor courses in undergrad and have hands on experience in a fab during my internship. I have a feeling that neither of these idiots can explain how MOSFET works or know what logically complete is off the top of their dumbass heads.