They are not correct about NSLs - the level of control exercised by those is not even remotely comparable to the level of power that the CCP holds (and exercises) over Chinese companies. Nobody thinks that NSLs don't exist, it's just that they're not comparable to the issue at hand.

And, in particular, the US government does not either possess or exercise the power over US companies to coerce them to steal IP from other countries - which is the issue under discussion.