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Specifically took a break for a month to understand the consequences of the late...

No one expected such a blow from America: who wins in Chip Wars? US or China

Specifically took a break for a month to understand the consequences of the latest US attack against China in Chip Wars. Here my conclusions are struggling to become completely independent of America (and its allies) in the design and production of chips. The United States is fighting for no country in the world (including its allies) to do the latest generations of the last generations - that is, without the participation of US companies. China has spent about $ 500 billion over the last 10 years.

And something has reached something. But: As before, China now spends more money on chip imports than oil imports (if thought, this is a very amazing fact). The last three generations of chips China can not do it yet. Therefore, to collect smartphones in China, you need to import chips for them. 90% of these chips are manufactured by TSMC in Taiwan. The rest is Samsung. Moreover, TSMC works completely "to order", that is, someone makes a chip design, and the company produces it. In huge quantities.

100% equipment to make such chips is produced by ASML in the Netherlands. Until now, American restrictions (they were introduced for Donald Trump) have worked as follows: the equipment for the production of the last generation of China cannot be imported. The rest of the equipment with the permission of the US Dept of Trade - that is, America knew what was being imported into China. And now US President Joe Biden hit all the barrels. Namely: 1.

China was banned from importing equipment not only for the last generations. Now it takes a very long time to bring something to the Celestial. 2. China has been banned from importing all chips used for artificial intelligence and Data Mining. 3. They decided to make a list of all companies that make the design and/or production of china in China. Obviously, in the future to be sanctioned by one blow. 4.

The most important thing, as everyone writes, is forbidden to all people who have citizenship or Green card of the United States, forbidden to work for Chinese companies in the Chip Industry. The last point is the strongest blow to China. Many talented Chinese studied and later worked in America. They graduated from the coolest universities (Stanford and Harvard) and then worked in advanced companies. Those who lived in America for a long time received citizenship.

Those who are smaller-everyone has a green card. And many of them have returned to China and work as topless or tops in Chinese companies. In addition, China turns out to invent hundreds of American engineers - who helped him catch up with America. In general, these are thousands of people who take the most important positions and work in China. They have already released - no one wants to risk their own American sanctions. Even China's Communist Party does not know what to do now.