They would have moved to their own stack regardless. They've got the people and resources for it, and they've witnessed the fallout of globalization and experienced dependency on semi-hostile political powers enough to know that it's the smart move.
It's also more or less the same move that they've been using pretty much since the WTO entry: take on foreign manufacturing, copy the products, sell knockoffs as their own, build new products on top of the that knowledge.
It's also more or less the same move that they've been using pretty much since the WTO entry: take on foreign manufacturing, copy the products, sell knockoffs as their own, build new products on top of the that knowledge.