The Chinese Government Is Putting the Monkey on CCP's Back

The Chinese government does not allow the US government auditors and inspectors to actually look at the end use of the products that are being made. So now it is for the Chinese government and the companies to prove that they are not guilty of the end users. But broadly, this is essentially a geopolitical act. And on semiconductors, it works out well for us because if you look at China's tech stack, this is a weak link. They don't have EDA tool makers. Their design is okay. Some firms are there, but not the best ones are still in the US advanced manufacturing capability. Again, they are dependent on Taiwan, etc., so there is aweak link which