A single debut, in short, moved the entire board of a global industry: within China, draining capital from its peers; beyond it, sowing the disquiet of a price war to come. The essential point is another, more uncomfortable for whoever imposed the blockade: the blockade did not stop China. Monday’s market debut was precisely that day: the moment when the underground labor surfaced and the market, with 9.4 million retail orders, put a price on it. By cutting off China’s access to high-end foreign memory, Washington guaranteed CXMT a captive domestic market of hundreds of millions of devices. ASML took thirty years to tame EUV lithography; China seems willing to invest as many replicating it, without the timeframe intimidating it.