There's also the fact that patriotism is pushing people to support domestic brands. The aggression from the West against China is making people more frustrated with America and by extension American businesses.
Shouldn't the export of cutting-edge AI technology to China be banned?
It's stunning that this is still a mainstream position in American politics because American sanctions against superpowers and rivals is the easiest way to accelerate the decline of America. It is such an obvious "shoot yourself in the foot" strategy that the only explanation I can come up with is that we are intentionally trying to weaken ourselves. It's infuriating. Why are we willingly giving up our advantages?
See Russia and Iran over the past decade for example. Sanction Iran and limit access to American technology? Iran doubles down and starts developing domestic equivalents that in some cases actually beat American tech. They have hypersonic missiles, we don't. They're building robotic surgery machines that operate over 5G. They've just introduced a new tank that is on par with American and Russian tanks.
The recent sanctions against Russia turned out to be one of the biggest policy failures in modern American history. It boosted their economy in many ways, importantly they are investing heavily into domestic manufacturing and are doing more business with China (instead of EU and America) than ever before. They have so many manufacturing jobs now that they're trying to boost immigration numbers to fill in those jobs. Again, the end result is more countries slashing reliance on American products and instead going with China.
Finally, the chip sanction against China was basically the death knell for American tech superiority. Just a mind numbing decision by our politicians. The one thing we had going for us is the monopoly over the best chips. We block access to UVL tech and so China are forced to make a massive push for developing their own methods for manufacturing 3nm+ chips. If China can do it on their own there is basically no technological justification for the One China Policy regarding Taiwan and indeed China have continued to insist their policy on Taiwan is not about TSMC, it's about the political principle of One China. One of the major points behind American 'defending' Taiwan was to make sure TSMC is under our control, the other is to weaken China via proxy war (like we tried doing to Russia with Ukraine) or all out war (disaster, literally impossible to win and even NATO/US officers admit this via war game simulations).
If we were diplomatic and worked with Russia and China to keep them using our latest and greatest AI tech, they will end up relying on our technology for longer. Instead, we're forcing them to build alternatives and before long they'll outpace us like they (well, China) did with manufacturing and EV tech.