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I don't quite share your pessimism.

Two choice seem preferable over 1 choice even if the one is subject to state interference. (and lets be real here US side interferes a lot too - see sanctions & restrictions).

>hide how they're "embarassing the Chinese state".

You assume there will be something to be embarassed about. Given current trajectory I'm more concerned about the opposite. Western side getting left in the dust in say a decade.

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It seems strange to label Intel + AMD + Qualcomm + ARM + TI + NVIDIA + Samsung + Fujitsu + etc as "1 choice".

Even on the Chinese side I assume it's more than just SMIC (or whatever the big one is over there).

I meant in the context of ecosystems. A bit like Android vs iPhone even if there are lots of different android devices.

In the long run I expect the two will diverge - whether its by standards, architecture or compatibility.

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