Treason has a legal definition, you don’t just get to call behavior you don’t like treason.

They had export restrictions placed on them for national security reasons. Deliberately circumventing those can be construed as providing material aid to enemies of the state, which is a legal definition of treason.

It really doesn't seem like that big of a stretch to me. I do think it's extremely unlikely to go that direction, but it's close enough that it's conceivable.