Almost certainly cope since this is in relation to that other recent story about a Chinese competitor to ASML (said Dutch chip company) getting product online in the next couple years. ASML has a monopoly on extreme ultraviolet (EUV) photolithography, which is a necessary component of industry-best chip manufacturing.

Cope, it's caused by China having working prototype EUV machine years before they were expected to developed by reverse engineering older machines and hiring engineers with experience in this tech. And since US was very desperate to make this not happening, the copium fumes are very dense in certain places.