I can't agree with this. The cross pollination is bound to end. We found out two decades ago that sharing tech with China does nothing to help spread democracy, so why do it? There's a whole world outside of China that isn't running concentration camps and controlling every aspect of their citizens lives. Why should we reward Chinese oppression and human rights violations?
Also note that Asia Times is out of Hong Kong and we know that press there has to tow the CCP party line or face ramifications if they don't.
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.
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It is an extremely aggresive move on US part; in particular the part about criminalizing "US persons" that currently work in China.
It is too early to tell how it will play out.
Here is another perspective:
https://asiatimes.com/2022/10/china-chip-ban-a-us-exercise-i...
China chip ban a US exercise in extreme self-harm
CapEx and R&D implode in hard-pressed Western semicon industry while China pours massive funds into chip independence
I can't agree with this. The cross pollination is bound to end. We found out two decades ago that sharing tech with China does nothing to help spread democracy, so why do it? There's a whole world outside of China that isn't running concentration camps and controlling every aspect of their citizens lives. Why should we reward Chinese oppression and human rights violations?
Also note that Asia Times is out of Hong Kong and we know that press there has to tow the CCP party line or face ramifications if they don't.
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.
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.