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Ref: recent trade war and in particular the action against Huawei. Going overboard on Huawei sanctions in particular underscored the strategic and economic thre
by sfifs 6y ago
Ref: recent trade war and in particular the action against Huawei. Going overboard on Huawei sanctions in particular underscored the strategic and economic threat to the Chinese leadership (who are by and large pretty competent technocrats). So now they're not going to stop at anything to cut the dependency.
My guess is we'll see a competitive server and/or mobile chip out of China Fabs within 3 years, notwithstanding US pressure on ASML and Netherlands to not export EUV equipment.
- rapsey 6y agoThose are recent and not really all that severe actions. Compared to the policies of the last 30 years that basically made china what it is. Even agains huawei they US stopped well short of any serious actions.