This might make sense in a pure free market. But as a state planned economy, regardless of export bans, China is going to continue to heavily invest in cloning EUV.

Both China’s geopolitical situation and technological history point towards them cutting any reliance on a foreign tech stack as soon as they can.

As I see it, giving them chips just means they have less of a gap to close when their own EUV fabs come online, it can’t have any delaying effect on their plans.