Interesting how there are still a lot naive people in this topic inside China. US stooges are like opportunistic predators, they smell weaknesses like sharks smell blood. The reason why SMIC, YMTC, Huawei and others where target and are in this predicament is because they had a weakness that was explotiable and weaponized by predators in D.C. And as long the weakness persist will be weaponized and not amount idealistic ideas on "globalization", "division of labor" and "collaboration" is going to change the mind of an 80 year old US senator.
The Author implies that China should stick to mature nodes and forget AI chips, that they should buy those from Nvidia, I guess. Ok, Is almost sure that Nvidia chips are going to be blocked again and again again and then what?
The Author implies that even if China is stuck making refrigerators chips, Naura, AMEC, Skyverse, SMEE and others shouldn't replace LAM, AMAT and ASML as primary suppliers. I think if China is going to be stuck making refrigerator chips at least should be stuck with their own tools rather than borrow tools. At least they can improve their own tools. The same cannot be said of US made tools. The most advanced scanner that ASML will be allow to sell China is the 1970I even in 2050. Once China EUV comes online Western stooges will have to reconsider that.
The Author implies, foreign is better, domestic tools aren't good enough, always choose foreign. I think maybe or maybe not, but at the end of the day the only way domestic tools are going to get better is: By using them. from Pilot fabs, to trial production, to real production and them continuous improvement year by year.
The irony is that the only way for China to achieve the "collaboration", "the openness", "the division of labor" that the author implies is to show to the stooges in the West that China has the capabilities of replacing the market share of companies restricted to sell in China by these stringent overreaching export controls. That is how historically has worked.
I agree that the door should be open to US and foreign companies but to sell their best and latest products not to dump old products at the expense of domestic companies.
The author calls everyone who disagree "irrational" and "emotional" but I Think that naivete is "irrational" and "emotional". I understand the anxiety given China history but in this case is others trying to isolate China not otherwise.
It isn’t so much naivety as a form of mental slavery. While boomers have built up China to the super power it is today a lot of them have innate psychological fear of Western powers because when China first opened its doors in the 80s the social-economic/technological chasm appeared insurmountable. As younger people of millennial and Z generation enter positions of power, you will see a shift in how China responds to foreign aggression.

