My problem with this analysis is that it ignores the fact that the China economic phenom was due to rise of manufacturing. Something that happened in the US 50 years ago or so. Computing is essentially the tertiary sector and develops after the secondary sector. So China has only begun approaching that end of the curve. The companies listed here were founded because at that time US was focussed on computing and kowledge had already been acquired. It would be interesting to see what happens as China's tech sector approaches maturity.