My money is on number 2.

I smell a lucrative black market brewing...

Until the West stops restricting lithography machines, or China develops their own advanced lithography machines, we likely won't see Chinese GPUs for sale in our markets.

I'm personally hoping China has a breakthrough on lithography machines to break ASML's monopoly and fuck over all these extremely rich companies, but we're not going to see anything like that happen for 10 plus years.

But in 10 years, oh boy, we're gonna have so much cheaper China tech, it'll be awesome.

2. Nvidia, AMD and Intel give Donald Trump a big bag of money and demand they ban Lisuan GPUs from being used anywhere in western supply chains.

In the current climate, it doesn't seem like he'd have the power to ban it anywhere but the US

Neither of these will happen because the little available data online indicates that it a) sucks in comparison to other GPUs and b) will likely not even be sold outside of China. They are using TSMC's 6nm for manufacture because they can't use anything more modern due to sanctions.