US Export Restrictions, Intel Layoffs, Applied Materials, and TSMC
There are a lot of things here that I don&#x27;t understand:<p>- The issues around semiconductor manufacturing.<p>- How Chinese politics work.<p>- How the big Chinese manufacturing hubs like Shenzhen work. The exports are spectacular, so I suspect they&#x27;re incubating capitalists.<p>But what I do know is China is ~1 billion people, is moving in to being a country with some savings and is really getting the hang of high technology (eg, Huawei is the cutting edge of telecoms and it is going to shock everyone in a decade that they are at the cutting edge of nuclear tech as their reactor program keeps chugging along).<p>If they are seriously challenged to a tech war, we are relying on the Chinese government to defeat the Chinese people. It isn&#x27;t possible to intellectually starve out a country that big, especially not in the age of the internet. They can achieve miracles in 20 years.