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China Tells Telecom Carriers to Phase Out Foreign Chips in Blow to Intel, AMD

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Re: China Tells Telecom Carriers to Phase Out Foreign Chips in Blow to Intel, AMD

#3

What use are chip factories in the United States when you cannot sell them to the largest market of chips that only will become even more larger as Chinese middle class and their consumption grows?

The point is to have a domestic supply chain independent of other nations. It’s becoming vital for security purposes.

Re: China Tells Telecom Carriers to Phase Out Foreign Chips in Blow to Intel, AMD

#4
post #3

What use are chip factories in the United States when you cannot sell them to the largest market of chips that only will become even more larger as Chinese middle class and their consumption grows?

The point is to have a domestic supply chain independent of other nations. It’s becoming vital for security purposes.

By this way of thinking everything is vital for "security purposes" and you end up with a full autarchy. Food is vital because you can't rely on others to feed your population. And so is energy. And so on. What is really going on though is that the US started a trade war with China and it's just another salvo in this war. Soon the US will declare electric cars from China as a "threat" and ban them, too. Probably the Chinese will retaliate with banning Teslas. On the same grounds, too.

Re: China Tells Telecom Carriers to Phase Out Foreign Chips in Blow to Intel, AMD

#6

What use are chip factories in the United States when you cannot sell them to the largest market of chips that only will become even more larger as Chinese middle class and their consumption grows?

The other 7 billion people in the world

Re: China Tells Telecom Carriers to Phase Out Foreign Chips in Blow to Intel, AMD

#7

What use are chip factories in the United States when you cannot sell them to the largest market of chips that only will become even more larger as Chinese middle class and their consumption grows?

The theory is that the Chinese middle class has already peaked given the population decline, economic woes, and shrinking growth of exports to the West.

As but one signal, the recent dumping of Chinese EVs has less to do with industrial superiority and more to do with their own shrinking domestic demand. The Chinese market is saturated and consumer demand has slowed.

India's growth is predicted to top China's before 2030, and manufacturing is moving on to cheaper cost of labor economies. Mexico, India, Vietnam. Africa won't be far behind.

There are plenty of other markets for American tech.

Re: China Tells Telecom Carriers to Phase Out Foreign Chips in Blow to Intel, AMD

#8
post #3

Earlier quoted context omitted.

The point is to have a domestic supply chain independent of other nations. It’s becoming vital for security purposes.

By this way of thinking everything is vital for "security purposes" and you end up with a full autarchy. Food is vital because you can't rely on others to feed your population. And so is energy. And so on. What is really going on though is that the US started a trade war with China and it's just another salvo in this war. Soon the US will declare electric cars from China as a "threat" and ban them, too. Probably the…

Are you suggesting a country should be reliant on other countries for food?

Re: China Tells Telecom Carriers to Phase Out Foreign Chips in Blow to Intel, AMD

#9
post #3

Earlier quoted context omitted.

The point is to have a domestic supply chain independent of other nations. It’s becoming vital for security purposes.

By this way of thinking everything is vital for "security purposes" and you end up with a full autarchy. Food is vital because you can't rely on others to feed your population. And so is energy. And so on. What is really going on though is that the US started a trade war with China and it's just another salvo in this war. Soon the US will declare electric cars from China as a "threat" and ban them, too. Probably the…

? Yes, food and energy are vital to national security, that's why we have stuff like farming subsides. But that's not the only thing that goes into an economy. No one cares that China dominated in polyester production. It makes total sense to guard certain key industries.
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