"The addition of SMIC to the U.S. Entity List means that from now on any high-tech U.S. company planning to sell certain domestically developed technology to the Chinese contract maker of semiconductors will have to apply for a special export license. "
Nice, this is the kind of thing that is important. Your talking heads on TV can spout off about breaking technological cooperation, but US has more than enough influence in this field. US firms tied to supplying the defense industry will need to tighten up, and maybe we will filter out more spies. Most US chipmakers also have campuses that can accommodate increase capacity without needing to build new buildings. On the consumer side, Taiwan and South Korea are both reliably suppliers and have long taken steps to guard their intellectual property. Hynix and TSMC are also actively picking up contracts squeeze out of China. Let the soft institutions whine about losing "soft power influence". When key information like this is parsed by actual market analysis, strategic analysis and think tanks, the actual dollar amount shifted out of China's reach is real , and that is the most solid measurement of a working policy.
"The addition of SMIC to the U.S. Entity List means that from now on any high-tech U.S. company planning to sell certain domestically developed technology to the Chinese contract maker of semiconductors will have to apply for a special export license. "
Nice, this is the kind of thing that is important. Your talking heads on TV can spout off about breaking technological cooperation, but US has more than enough influence in this field. US firms tied to supplying the defense industry will need to tighten up, and maybe we will filter out more spies. Most US chipmakers also have campuses that can accommodate increase capacity without needing to build new buildings. On the consumer side, Taiwan and South Korea are both reliably suppliers and have long taken steps to guard their intellectual property. Hynix and TSMC are also actively picking up contracts squeeze out of China. Let the soft institutions whine about losing "soft power influence". When key information like this is parsed by actual market analysis, strategic analysis and think tanks, the actual dollar amount shifted out of China's reach is real , and that is the most solid measurement of a working policy.