I think it is starting to sink in for Trump.

China has him in checkmate.

China has export bans on

Gallium - necessary to make weapons-grade semiconductors

Germanium - satellites, other kinds of chips, and night vision gear

Tungsten - used in aircraft engines and ballistics

Antimony - used in explosives

Without chips from China (Taiwan makes high-end chips, not weapons-grade chips), the US Navy is dead in the water, and US missiles cannot be targeted.

Needless to say, Europe is not building any military without China.