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I consider this economic warfare. I suspect disruption and chaos are the end goal, and the monetary gain is just the cherry on top. Once the supply chain star
by swamp40 4y ago
I consider this economic warfare. I suspect disruption and chaos are the end goal, and the monetary gain is just the cherry on top.
Once the supply chain starts to catch up, they will dump everything at once and possibly ruin the manufacturers if they aren't careful. And careful mfgs means supply disruptions will be extended even longer.
I mostly posted because it doesn't seem like anyone is even noticing the coup. There will be laws against this kind of thing some day, in the aftermath.
- monocasa 4y agoI mean, there is economic warfare going on, but this is probably the most civil fronts of this war. There's been enough tit for tat (particularly at the intersection of the semiconductor space and china) that it's hard to get mad at this. I don't really have a problem with cornering the market, but instead the state sponsored economic espionage and sanctions intended to cut the country off from further development are the root causes here that result in heavy handed techniques like this article is talking about.
- alimov 4y ago> “I mostly posted because it doesn't seem like anyone is even noticing…” What do you read / use to stay current on what you are referring to as a coup? Are you noticing these trends / events because you are a frequent buyer of related technologies or is it out of interest or maybe some other reason? Do you think more manufacturing will be moving to the states or out of Asia in general as a result of what’s happening now? You mentioned that you believe there will be laws against this kind of thing in the future, but depending on the state of global affairs/ economic alliances laws like these would be difficult to enforce (imo), so would a more direct solution involve countries producing their own chips / (whatever else is being hoarded now)?
- swamp40 4y agoI'm a design engineer. I've been crossing components almost every day for over a year now. There is no end in sight and it is getting worse. Companies will start to fail in 2023 if they can't ship product. And then the ripple effect will start. I doubt wafer manufacturing is coming back to the States in less than 10 years. I'm not sure the best way to make laws, but something will be done when the damage is clear. Chinese sanctions wouldn't surprise me.