The issue is not fear but strategic control. The United States and European Union form the backbone of the global semiconductor ecosystem, from design software like Cadence and Synopsys to manufacturing tools from ASML and Applied Materials. Huawei’s chips depend on this infrastructure. When entities use US-origin technology to build AI hardware, they fall under export control regardless of where the chips are used. This is not about competing in a fair market but about controlling the development and use of advanced computing in areas like defense, surveillance, and critical infrastructure.