Biden's sanctions more than likely will follow a similar path toward obsolescence. The embargo, while seemingly onerous, gives an undeterred Beijing the impetus to garner homegrown technological know-how, muster hundreds of billions of dollars and cultivate a supply chain to…
Also, provides huge incentives to design out US technologies and companies, and gradually limit their market access, significantly undercutting US company leadership in critical subsectors...
It has taken TSMC over 30 years to foster, nurture, and trust its 2,500-odd top-tier suppliers and more than 10,000 secondary suppliers, many of which are based in China.
The notoriously difficult supply chain for chipmaking may work in China's favor.
@pstAsiatech
Yeah because China has a huge workforce in chips, most use cases for chips, and a plethora of incentivized and in demand domestic equipment to fab chips.
@pstAsiatech
Sez a publication from a country where its own semiconductor industry was decimated within a decade as a result of US-JP trade war and technology export restriction.
@pstAsiatech
Nikkei is supposed to be Washington propaganda machine, like its new subsidiary, FT.
But how strange it is that Nikkei publishes this! Surely this is not to inform public. Can only guess reason is to pressure Washington. Maybe JP has more to lose in the chip war than expected?
@pstAsiatech
US should sanction more, more, and more - expand the net to cover greater numbers of “allies”, end uses, go further upstream, go further downstream, domestic collaborators, those who refuse to use the USD, etc - the current ones are obviously not having enough bite.
@pstAsiatech
US is trying to produce chips and related tech massively but at the same time, to cut out your biggest buyer client, I really don’t understand. Who dose US want to sell their US made chips??