From a simple perspective, it’s a strategic move, but we already showed our hand. There are reports that Huawei and other firms struggle to make their silicon work. The long US fear that China is so far ahead of chip-making, which I felt and heard in National Security circles, was maybe—or, it turns out, projection. Now they feel that heat, and they may solve problems and be more competitive in the medium-long term?
From a simple perspective, it’s a strategic move, but we already showed our hand. There are reports that Huawei and other firms struggle to make their silicon work. The long US fear that China is so far ahead of chip-making, which I felt and heard in National Security circles, was maybe—or, it turns out, projection. Now they feel that heat, and they may solve problems and be more competitive in the medium-long term?