[stadium]

Optimistically, yes.

On the other hand, there's a global supply chain appetite for cheap products including CPU's. Upstream commits aren't required to dump cheap CPU's on the market or to develop compute intensive businesses around them that undercut the competition on price.

[nine_k]

Controllers, maybe.

High-end CPUs, hardly. That would require significant design efforts to keep up with ARM's development.

Not that it'd be impossible for China to develop their own strong processor-designing forces, driven commercially or by the state. But so far it seems far from a trivial task.

[stadium]

High end isn't needed. Simply a marginal improvement and CCP comes out ahead. In the performance per watt per cost calculation, the cost factor has no lower bound. Cost can be subsidized to near zero like many other industries under their control.

We're talking about instruction sets with ARM, correct? It's not anywhere near the level of investment as next generation litho tech for a chip foundry?

I don't underestimate the ability to innovate. Stolen tech can be improved just as well as in-house R&D'd tech.