Messing with markets has consequences
Markets tend to be cyclical at the best of times but adding political manipulation into the mix is likely to make them even more unpredictable. China is both a major supplier and a huge market for semiconductors so disrupting that market is going to make things more unstable -- its like a 20% sales drop for some companies. Since "the market" -- the financial markets -- punish severely a company's failure to meet its expected financial targets papering over the cracks caused by the missing sales revenue is going to be impossible.
Biting the hand that feeds IT
