China should try its best to help Trump win. Never interrupt your enemy when he is making a mistake.
High risk and possibly high reward strategy.
China should try its best to help Trump win. Never interrupt your enemy when he is making a mistake.
The main risk I can see from retaliating as we come closer to elections is that any damaging Chinese retaliation may cause an unpredictable U.S. reaction, especially given the current state of the U.S. and shortsightedness of the Trump administration.
By escalating tensions right now, China might unintentionally cause the U.S. to further make reckless moves that harm all parties, including neutral countries. If Trump feels trapped and is on his way out, why would he not try to further escalate tensions with China especially if China retaliates giving him a semi-valid reason to do so?
The Trump Administration is clearly not logical and rationale as of this moment and you cannot engage in any negotiations with an irrational party. IMO China is waiting to see election results before making a move.
If China preferred Biden, then it makes sense to wait and hope for the best. If China preferred Trump or no preference, then why not go all in and retaliate and help Trump wins the election.
Trump maximum pressure tactics have been a failure. Called Trump's bluff. It is not like Trump has not backed down before. Beside as unpredictable and reckless as Trump's action. Trump actually helps China to realize its shortcomings. Trump and his administration has taught China a very good lesson. It probably single-handedly helped China to become self-reliance on most high tech. By arresting Meng Wanzhou and going after TikTok, Trump has successfully alienated most Chinese elites. By inciting color revolution in HK, it invited the national security law that permanently altered the political landscape in HK.
Maybe many of Chinese bureaucrats have invested too much time into predictability and being safe that they have forgotten how to take risks and explore this uncertainty. I just think that China has a lot more choices and moves to maneuver and explore this unpredictable time and gain from it than it might have realized.
The most benefit is an uncertain election with close results between Biden and Trump, since then the US energy and attention will be focused on domestic issues. There is a real chance of a 2nd round of George Floyd protests if Trump doesn't recognize the results. In fact, I would not expect Biden to concede easily either if Trump were to win. Remember china's vaccine's will be coming online in another 2 months, and if america is still bogged down by election unrest/protests then china can at least help get the rest of the world back online and running.
Huawei has enough semiconductor chips used in telecom base stations in its inventory to last years, TheElec has learned.
Due to this, US sanctions will have only limited impact on the business compared to its smartphone operation that has recently halted the development of their own application processors, people knowledgeable on the matter said.
Huawei had already secured enough volume of semiconductors for its business-to-business operations since last year, the people said. And these chips for base stations have a longer production cycle compared to those used in smartphones, they said.
This is really good news. This means Huawei's 5G Base Station Business is secured.Looks like Huawei has 2+ years of chips for 5G base stations
Hi siegecrossbow,
Yup you are correct, Regarding equipment right now everything is available , Huawei may need time to operate it. About the SMIC, if they were able to produce chip using the SMEE equipment will they still be sanction is they produce it for Huawei. What I know is most of the SMIC equipment had American component to it, and maybe costly to replace it all.
The way I see it is this. As an example, imagine your car is broken. You may have all the tools to fix it, you still have to figure out what the problem is and how to fix it.
I disagree, we don't need to produce everything. We just need to produce and own the IP for things that are really hard to make. Such as chips, quantum computing, jet engines, EV batteries etc. Does it really matter if we don't make our own shoes or toilet paper?
I said that anything that is worth producing, China should have the CAPABILITY of producing domestically. Shoes and toilet paper are worth it and China already possess that capability even if it it were not to produce them.
China should do that. This is a back-up for the worst-case scenario. The idea that there should be no or no need to be able to produce everything is just right in a friendly political environment and never emerges of misunderstanding and betrayal. That is not possible
This is really good news. This means Huawei's 5G Base Station Business is secured.
This gives Huawei 2 years to ramp up production at its FABS and start designing and producing the Chips it needs. In 2 years with Govt Support and Technology Collaborations from other Companies, Huawei could easily be producing its own 7nm Chips.