- I should have made more explicit that the first dozen tweets were not my own analytical takes but rather those of @lidangzzz, a prominent tech influencer and US-based entrepreneur.
- Regardless of how narrowly Washington tries to draw the impact of these regs to allow for firms like LAM and ASML to continue working with Chinese companies on fabricating lagging edge chips, the explicit decision to try to freeze Chinese domestic manufacturing above a defined level will be perceived as a deeply provocative move, with lasting commercial, technological, and geopolitical repercussions. READ MORE
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