Re: The trade war changed everything
I'm not sure how much the ARM decision is important, at least in the short term.
ARM are not the producers of ANY chips (at least not in production quantities). ARM chips in Chinese products all come from other companies, and I'm sure that some of these will be influenced by the US trade restrictions, but I'm also sure that some of them aren't.
So there is probably still a route to getting ARM processors fabbed outside of China for products.
But I know that there are fab's in China. Bearing in mind that it is probably not easy to rescind an ARM development license (and also taking into account China's track record of abiding by rest-of-world patent law), I would expect that Chinese ARM and other microcontrollers will still be available.
For example, the Kirin range of processors are a Chinese design fab'd by TMSC.