Dude, are you kidding me? You have such a corrupt government for the last two years that they openly did insider trading and all the other stuff. I'm sure somebody was in the known and I'm sure somebody did investigation, there was also an article how a higher ups in the government leaked to Nvidia that there was some investigations and internally there was pressure to do nothing about it.
Eh? The point I'm making is if there was a vaguely serious security risk the security services would have told the CEO ( which is separate from 'taking action' ).
Which suggests the formal assessment is it wasn't - they were investigating Megaspeed for sanction busting via chip smuggling, happened to notice the affair, and found nothing concrete.
Note sanction busting by buying lots of Nvidia chips and renting them to Chinese companies is perfectly legal ( and very lucrative ).
So that's the evidence about the security situation.
The real question is why leak the memo to the press now - and I don't pretend here to know the answer - but if you think it's about suppression of some serious espionage event I think you are wrong.