Chinese manufacturers like CXMT face the same kinds of issues that Huawei faced in entering the EU market - the EU is clamping down on Chinese suppliers across their supply chain [0].

Where can CXMT and other Chinese players export when Japan, South Korea, much of ASEAN, India, much of North America, the EU, the UK, Australia, NZ, and parts of the Gulf have enacted or begun enacting trade barriers against Chinese exports?

[0] - https://www.ft.com/content/eb677cb3-f86c-42de-b819-277bcb042...

RAM isn't a critical security category like 5G base stations.

Also, I don't think you've seen true consumer rage until the opposition in the EU would start pointing out the current parties are making the smartphones, laptops, TVs and whatnot consumers wanna buy much more expensive (or more crappy). Large parts of the EU are currently being crushed by one of the worst housing crises in the world, the economy seems to be wavering for young people especially, and tech / gadgets being cheap was one of the sole rays of light left.

RAM is pretty different to Huawei 5G base stations.

Australia for example is a large and growing market for Chinese electric cars. China is the biggest export market for Australian raw materials so it doesn't just put random trade barriers up.

There's actually a free trade agreement between Australia and China.

So, EU and US tend to actually implement such bans, but the rest of those countries in a list like that..

People appreciated cheap YMTC 232-layers when that happened where I live.

Then those countries that didn't will have an advantage at selling their electronics to the world.

Or their consumers will enjoy cheap PC part prices. With possible gray zone re-export market.

Of course we could see retreat from global markets to mercantilism, but that has yet to fully happen.

That's a good point.