High-end semiconductor is the chokepoint though... US can source pencils from anywhere, heck they can even conscript Canada and Mexico to be their cheap labor slaves... but China creating a complete high end semiconductor supply chain (including the tools and the tooling for the tools and the software design etc etc) is 10x to 100x as hard as say the US find an alternative source for rare earths or coercing an ally/vassal for raw materials or just straight out pirating shipments of medicine/PPE etc and putting those 11 carriers to good use on the high seas....
My point is semiconductor is the hard stuff, everything else that China can take away from US is much easier for US to replace or even go without than say China suddenly losing access to chips and chip making machines/materials... Yes China is catching up fast, but currently US has the advantage of having their entire tech stack, platforms and standards integrated into the global world economy and they have proven they are not shy to abuse their position to make sure China never overtakes or even so much as become peer competitor...
Chips are at the heart of the modern world and economy. Its not just about smartphones and gpus and computers, no chips no car, no airplane, no train, no nothing... its completely and categorically different than sourcing raw materials, we aren't talking about a different color of paint or a new country to get steel from etc... even raw earth is just a commodity. But high end IC is different. Its the one thing that is hardest to make/replace and even if China had a chip clone it would take as much effort for the global supply chain to have to redesign to accommodate Chinese chips than it would be for US to bully everyone to isolate China from the market/game/supplychain etc in a grand experiment of build back better / great reset
Plus I don't recall computer companies ever stopping shipment to Russia back in 2008/2014... its why I think this move is US hinting to China about the things to come if it doesn't capitulate and backstab Russia etc
No, the rare earths are irreplaceable because China has the refining tech. Even rare earths mined in the US are shipped to China for refining.
It's also impossible to move the production lines for the electronics industry. You don't understand that China isn't just an assembler for electronics. China is 3rd largest semiconductor producer in the world, largest packager, largest PCB manufacturer, largest display manufacturer, etc. The raw dies that come from a fab are useless without packaging and actuators (displays touchscreens, microphones, etc). Even connectors are important.
They likely don't even know, what they don't know. I know that in displays there was a specialized glass shortage throughout most of COVID and power/sensor semiconductor shortage for automotive right now, so clearly they didn't think tbjs through.
It is also ironic that the newest logic chips are actually easier to design in many ways than older node mixed signal, analog, sensor, power, RF or optoelectronics chips since these are designed with standard libraries and architectures like ARM while other chips are ASICs designed from scratch. And in terms of design software, Samsung already uses Empyrean for mixed signal designs down to 28 nm.
I encourage you to look at the semiconductor thread where I am a frequent contributor.