ASML said they can skip predicting orders for EUV. I would assume that there is one more generation of chips at at least 5nm that achina can hit. The sanctions aren’t working.

That said I have a really hard time believing the Mate 60 is a real competitor to Apples chip’s and phone, they are 1 full process behind. Additionally, this feels like China pushing back on apple similar to the government ban implemented this week.