The US is Engaged in a Massive Chip Trade War with China. It Will Need Help if It Wants to Win
Thanks for the fantastic writeup Joey!
Chips, multiple chip types, multiple source countries and same for chip equipment made this difficult to follow.
Seems like a difficult trade war to coordinate far less to win. Will substantial disruption be satisfying enough for USA?
RFK Jr remarks that Xi Jinping has adopted his uncle JDK's playbook (The Peace Corps) with his Belt and Road initiative. It's a pity that the US has a dog in the manger attitude to the advancement of human welfare. Trump did some good things but this wasn't one of them.
All hail The Guru (praise be his name)
An intereresting but too US centric point of view
Chip shortage to chip glut! How times change, and in a matter of months. This is an excellent piece on an increasingly important subject. But there is one point that stands out and that has to do with the chip manufacturing equipment; interesting that the "n.e.c.", or "Not elsewhere classified" tag is given to this equipment for domestic US business. Great way to stay hidden, or in fact call attention to itself.
Given the complexities of global semiconductor supply chains and the potential pushback from American allies, what do you think how might the US effectively convince its partners to join its strategy of economic and industrial statecraft against China?