Neither. China has 0 access to the equipment that fabs leading node chips. People don't seem to understand that there's the fab process and then there's the fab equipment. TSMC, Samsung, and Intel all buy the same fab equipment from the same manufacturers, they don't make their own. All of those companies are from the US, the EU, and Japan. And it's impossible for them to keep these machines working without the expertise and replacement parts from the equipment manufacturers.

If China ever goes to war with Taiwan, they lose access to the entire semiconductor supply chain. Not to mention they also lose access to silicon wafer producers who are almost entirely US and Japan based.