This analysis makes very little sense. While US has been restricting certain fab equipment for advanced nodes the restriction on actual chips only affects very few categories. The affected like GPU and HBM numbers at most in the millions and there's no way for these to matter in an measurement like the aggregate chip count that numbers in many billions. Meanwhile Chinese chip export actually went up 11.4% in unit count. Many Korean memory chips are actually made in China and many chips go to China for packaging and testing so will show up in both import and export data.
