MwRYum
Major
The Netherlands got into a lot of trouble when it sold those two boats to Taiwan. Now that China is so much more powerful economically it will be difficult to find a country that would allow a shipbuilder to supply any help in designing and constructing submarines to Taiwan. Who does build SSKs? Russia, Germany, France, Italy, Sweden, South Korea, Japan, India, some South American countries. Which of them might want to and can afford to earn the ire of China? In the mean time the Netherlands lost the capability to build submarines.
If you talk about those who'd stick it against China...
India doesn't own the full set of tech, same for S.Korea.
That leaves Japan, who is increasingly hostile against China and with an increasing popularity to do so.