Just going off topic for one post in this thread, but can we see how this is all connected and inter-related?
First, a history lesson review. Imperialism was about politics, exerting control over the colonies. The purpose was not control for control sake, it was for the money, the extraction or resources and exploitation of the people. It was always about the money. That is why the Queen of England is one of the richest person around. The British Empire ripped off the colonies. That is why some love the Queen, the worship of money. Just like how Bill Gates is worshiped. But wait, one may object and say Bill Gates is evil and hated! That is very true too, for the same reason that is why the Queen Lizzie is hated.
The US government war against Huawei, is all about the money, just like it always was.
It is about the money, 5G network gear, the phones, the software, the Internet of Things, the O/S for the IoT, and of course the topic of this thread the semiconductor. But it starts with the money, then the rest all connects.
Let's face it, the US government went after everything about Huawei. They wanted the network gear banned, then they banned the software ie Google Android, then a chip ban that affected the phones, and finally a board semiconductor equipment ban applied to the entire system. All in an attempt to prevent Huawei from making the money, so that the American corporation can make that money.
That is clear enough.
But wait, it gets more interesting, because of what happens next, or what some people in the political world call 2nd order effects or 3rd order effects. To me, it just basic stuff we learned in school and applied in the working world.
Briefly, my guess would be the 2nd order effects, or what logically happens next, is that costs will be lower for the Chinese company and consumers. Appliances are made in China. If somebody wants a different O/S other than Harmony O/S put into the purchase order, then that should cost more. Hence, the Chinese consumer gets a better value for their buck than someone else who pays more. Therefore, with more money due to these savings, the Chinese consumer benefits. (Another way to say that is efficiency gains will benefit the consumer, blah blah bah). This has important implications for productivity and long term competitiveness, (in other words, more blah, blah, blah).
The 3rd order effects we are already seeing. The foreign corporations are rushing into China even more. They see what is going on, and they got to be there, despite the objections of their political class. Since the American and European company got to be there, there in China, that political slap in the face will sting.
This semiconductor fight, is a small part of the larger fight.
That is why there is no urgency anymore. At first, there was a lot of urgency on the Chinese side, OMG! Ai Yah! We need to build our semiconductor industry. Then we find out, "Oh, we kind of already well advanced along that road, just a matter of time now," the urgency kind of left the balloon.
That is why there is real desperation, especially with the Americans. They just had another G7 meeting again, and it was American lead and all about China, China, Chyna, Chyyna!!!
First, a history lesson review. Imperialism was about politics, exerting control over the colonies. The purpose was not control for control sake, it was for the money, the extraction or resources and exploitation of the people. It was always about the money. That is why the Queen of England is one of the richest person around. The British Empire ripped off the colonies. That is why some love the Queen, the worship of money. Just like how Bill Gates is worshiped. But wait, one may object and say Bill Gates is evil and hated! That is very true too, for the same reason that is why the Queen Lizzie is hated.
The US government war against Huawei, is all about the money, just like it always was.
It is about the money, 5G network gear, the phones, the software, the Internet of Things, the O/S for the IoT, and of course the topic of this thread the semiconductor. But it starts with the money, then the rest all connects.
Let's face it, the US government went after everything about Huawei. They wanted the network gear banned, then they banned the software ie Google Android, then a chip ban that affected the phones, and finally a board semiconductor equipment ban applied to the entire system. All in an attempt to prevent Huawei from making the money, so that the American corporation can make that money.
That is clear enough.
But wait, it gets more interesting, because of what happens next, or what some people in the political world call 2nd order effects or 3rd order effects. To me, it just basic stuff we learned in school and applied in the working world.
Briefly, my guess would be the 2nd order effects, or what logically happens next, is that costs will be lower for the Chinese company and consumers. Appliances are made in China. If somebody wants a different O/S other than Harmony O/S put into the purchase order, then that should cost more. Hence, the Chinese consumer gets a better value for their buck than someone else who pays more. Therefore, with more money due to these savings, the Chinese consumer benefits. (Another way to say that is efficiency gains will benefit the consumer, blah blah bah). This has important implications for productivity and long term competitiveness, (in other words, more blah, blah, blah).
The 3rd order effects we are already seeing. The foreign corporations are rushing into China even more. They see what is going on, and they got to be there, despite the objections of their political class. Since the American and European company got to be there, there in China, that political slap in the face will sting.
This semiconductor fight, is a small part of the larger fight.
That is why there is no urgency anymore. At first, there was a lot of urgency on the Chinese side, OMG! Ai Yah! We need to build our semiconductor industry. Then we find out, "Oh, we kind of already well advanced along that road, just a matter of time now," the urgency kind of left the balloon.
That is why there is real desperation, especially with the Americans. They just had another G7 meeting again, and it was American lead and all about China, China, Chyna, Chyyna!!!
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