It’s becoming clearer by the day that those of us who, from the beginning, opposed US export restrictions against China on the grounds that it would light a fire to Chinese tech innovation and incentivize autarky, were completely right. See the report from ITIF in the link below.
To be clear, that is not the only reason I opposed those restrictions. I also relieved that the primary trust of US competition should be to try and run faster, not try to trip the other guy. And I believed that trying to deprive China of inputs was fundamentally immoral.
@KaiserKuo well, without the sanction on huawei, huawei would be eating apple's lunch now.
@Steve202420252 Maybe. Apple at least would have been incentivized to roll out something new. I don't see an Apple tri-folding seamless handset/tablet! Anyway, Huawei certainly would be paying more in licensing fees to U.S. chipmakers than it is now.
@KaiserKuo Well, looks like someone is gonna be the next guy blocked by Rush Doshi.
@KaiserKuo Some have been arguing for some time that the mounting costs far outweigh the benefits. "Small gain, high cost". The paper makes some good points, but is only a small part of the story focused on Huawei. The real losses to US industry are far far higher. And now we also have to
@KaiserKuo That ITIF reads like Huawei succeeded because of US sanctions on the company. And to address it, we need better sanctions coordinated with our allies to sanction China. Sounds like doing the same thing hoping for a different result, this time dragging in our allies.