It would unfortunately be considered contraband in the US or tariffed 500%

If only the rest of the world could buy it, it would probably work almost as well (edit: to lower prices in the US). Besides, I'm in the rest of the world ;)

It'll be the same for Canada. We're already seeing satanic panic style action against things like TP-Link networking equipment and Hikvision cameras. Funny how those are a couple of the brands that can run 100% locally without a connection to the internet.

China is also short on supply... Capex for these are planned years ahead and just not flexible enough to deal with the supply squeeze right now.

China is famously fast at building things, but maybe not semiconductor factories... especially with long lead times from Western suppliers.

I'm not sure that's going to change unless the LLM stuff slumps. Chip makers get burned every few decades by building boom-time capacity that comes online just after the crash. They're going to be reluctant to make big capex spends unless they think the demand is durable.