I was just selling my RTX 4090 on Ebay recently and got a ton of bids from Chinese accounts. The winner ($2,325) had Australia set as the country on their profile, but a Chinese name on the account, and the order shipping address was to a different Chinese name (to a regular single-family house in Delaware). Most bidders straight up had China as their profile country.

So my 4090 (24 GB) is probably going to get turned into a 48/96 GB VRAM frankenstein in a Chinese chop shop. I haven't watched the full 3.5 hour documentary you linked but from the first few minutes, it seems quite interesting. And covers this exact thing.

Edit: Again, I checked the address, it was a house, not a freight forwarder warehouse. And if it was actually going to AU, the forwarder would be on the west coast in CA/WA, not east coast (had another order go to Thailand with a forwarder in SF. And Miami is the big hub for South America). For legit freight forwarding they also wouldn't have different names on the account & shipping address. As the parent comment's YT video describes, these are often just normal Chinese-Americans or international students who do this to make a bit of extra money.