I think you guys are missing the bigger picture.
In any business, you worry more about the lack of customers than the lack of suppliers. You can always stock up on supplies, you can't stock up on customers!
Huawei is in no danger of failing as a company. Even if they run out of high-end chips, they can still run a profitable business making low-end phones catering to more than a billion potential customers. All they need to do is to wait for Chinese chip manufacturing to catch up. At worst, they'll lose some international market share for a few years, but once they get the supplies, and once their own OS ecosystem matures, they can bounce back real fast.
On the other hand, American chipmakers do not have such a rosy outlook. They may be getting a bounty now as Huawei stocks up, but after that their sales are going to tank. What happens to businesses who lose big customers? Lay offs and cut backs. What happens to engineers who get laid off? They're going to look for work elsewhere, and guess which market would be hiring exactly that type of talent, right at about that time?
In the history of humanity, technology inevitably spreads to everyone. What do you think is the vehicle of that spread? People! Is the US going to prevent American engineers from immigrating to China for good jobs?
So I take it that you don't believe only Americans can create technology because they have democracy?
Different sources have different figures (I remember seeing another say some 90% are sticking with China and the total is not in decline due to new investments) but we're talking about zero sum game. If it results in American companies losing competitiveness globally more than China misses the manufacturing, then it's a good deal for China. What about the vacuum it opens up for other countries in Europe to open shop in China and all the freed labor available to Chinese domestic companies that need manufacturing?
Guarantee is a big word, but everything comes at cost. Americans and American companies were using these for taping the Chinese market. This does damage to them and also to America's global reputation, which has very quickly descended from Captain Free Market into one-eyed hateful villain.
Can the US economy handle the tariffs? What will be the downward effect on Americans? Studies from the first round showed that for a mild decrease in trade deficit with China initially obtained from the trade war, America ran up its debt by multiple fold (like 10 fold the value I think) as American businesses and consumers suffered. Zero sum game.
American companies leaving will be replaced by new Chinese companies. No longer are we going to aassemble low end products, time to design, make, and export our own things. THe world isn't America. In fact Americas share of the global GDP is shrinking at a even faster rate.
Creative destruction frees up space for innovation and economic growth. Let them leave if they want. As long as people are hardworking and ingenious, it won't be long before green shoots sprout again.
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