I'm going by what my immediate supervisor, who is an engineer told me when we were talking about this yesterday. One of the factories in China burned to the ground when someone overflowed a tank with 'chemistry'-probably a potassium oxide of some sort, and someone tried to clean it with rags, which then caught fire in the trash. The fire went up through the ventilation system and travelled through 5 floors and the building lit up like a Christmas tree. This was a week after someone drained a tank with 75 ounces of gold, which went down the drain. They tried for a year to make Class 3 boards there.
Stryker boards are ITAR, but that doesn't mean BAE or others couldn't buy China boards...