Yeah, I mostly agree, but do you consider Taiwan part of China? They do.
Japan and Korea also have pretty big talent in related areas. I believe that Intellectual Property often wears shoes, but a lot of SW, methods, specs, etc can be appropriated more quickly.
In practice, for where the money goes and what the CCP can block Taiwan right now isn't part of China. That seems like a situation that could change in the near future and the West should plan for.
Japan and Korea also have pretty big talent in related areas. I believe that Intellectual Property often wears shoes, but a lot of SW, methods, specs, etc can be appropriated more quickly.