Well the big difference is it's reasonable to assume a Mainland Chinese company could get banned or sanctioned in some manner.

Now just to be fair, from what I read, there was a lot of Super Micro drama going on beforehand which likely magnified the pessimism.

Btw if you search for 'supermicro "is a chinese"' you will find some people that do think that.

Arresting CFOs seems to be the more popular technique now...

[EDIT:] this is a real thing that happened recently https://www.aljazeera.com/news/2018/12/canada-arrests-cfo-ch...