Do chip export controls create “desperation” or demand for Chinese suppliers?

An FT excerpt shared in a post quotes ASML CEO Fouquet warning that over-restricting China could accelerate its technology development and eventually create strong competitors. The excerpt describes ASML’s EUV supply chain as having more than 100,000 parts from 200 principal suppliers and 2,000 companies overall. A separate commenter argues that the Chinese state already has strong incentives to develop the technology; in their view, export controls chiefly make Chinese buyers use domestic suppliers, encouraging investment and generating customer feedback.