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I am fairly optimistic about Chinese semiconductor even in the face of a full western blockade. The internal Chinese market is simply too big to not be served.

I am fairly optimistic about Chinese semiconductor even in the face of a full western blockade. The internal Chinese market is simply too big to not be served. Also it is not correct that the value the Chinese semiconductor industry has been "reduced to zero overnight". If anything, judging by the stock market price of the China's largest contract fab SMIC relative to TSMC, the Chinese have been hurt less.

igravious 4y ago
As with wave after wave of munitions to Ukraine targeting Russia this latest round of export control tightening against China reeks of desperation. All this does is push Russia and China into each others arms – not a strategy designed to maintain a globally dominant position.