The downside is that they will lose Chinese OEM customers who now fear to depend on them. This will be particularly pronounced in consumer electronics. Absolut

The downside is that they will lose Chinese OEM customers who now fear to depend on them. This will be particularly pronounced in consumer electronics. Absolutely. Without the sales in the largest consumer market of the world, the US chip companies won't have the necessary funding to remain 'ahead of the game' with R&D. They'll first lose their lead, and then fall further and further behind the richer Chinese companies. As I said above, the US chip makers are headed for oblivion. The US is plagued by short-term thinking: always shooting themselves in the foot with their zero-sum games.