by Summary:
A US ban on foreign companies’ sales of chips to Huawei Technologies if American equipment or software is involved will undermine America’s already-weakened position in the global semiconductor equipment market, industry sources say. Chip fabricators will remove American equipment from production lines in order to maintain market share in China, the world’s largest purchaser of semiconductors. Doh.Furthermore, China will develop its own technology to gain self-sufficiency and also technological dominance to counter the US. This was avoidable. Another strategic blunder by "experts" that don't seem to be able to think it through. The chip ban gives the world an enormous incentive to circumvent the US, raising the risk that the US rather than China will be left without a chair when the
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A US ban on foreign companies’ sales of chips to Huawei Technologies if American equipment or software is involved will undermine America’s already-weakened position in the global semiconductor equipment market, industry sources say. Chip fabricators will remove American equipment from production lines in order to maintain market share in China, the world’s largest purchaser of semiconductors. Doh.Furthermore, China will develop its own technology to gain self-sufficiency and also technological dominance to counter the US. This was avoidable. Another strategic blunder by "experts" that don't seem to be able to think it through. The chip ban gives the world an enormous incentive to circumvent the US, raising the risk that the US rather than China will be left without a chair when the
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Mike Norman considers the following as important:
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A US ban on foreign companies’ sales of chips to Huawei Technologies if American equipment or software is involved will undermine America’s already-weakened position in the global semiconductor equipment market, industry sources say.
Chip fabricators will remove American equipment from production lines in order to maintain market share in China, the world’s largest purchaser of semiconductors.Doh.
Furthermore, China will develop its own technology to gain self-sufficiency and also technological dominance to counter the US.
This was avoidable. Another strategic blunder by "experts" that don't seem to be able to think it through.
The chip ban gives the world an enormous incentive to circumvent the US, raising the risk that the US rather than China will be left without a chair when the music stops.
Asia Times
How Huawei can work around US chip ban
David P. Goldman