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Joined 7 months ago
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Cake day: November 21st, 2023

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  • What security fears? The West has completely obliterated medium-term leverage in high tech exports. We’ve single-handedly done something that multiple levels of Chinese government have failed to: force Chinese companies to use domestic vendors despite inferior performance and higher cost. We’ve single-handedly pushed Made in China 2025 into a success story, driven millions of dollars into research investment, and contributed billions in dollars in sales into Chinese companies that people wouldn’t even consider as vendors before.

    Huawei was desperately trying to sell their Ascend AI accelerators before and to no avail. Today? They’re swamped with orders. SMIC was barely usable except for research purposes and bottom-of-the-barrel development (and even research would prefer to use TSMC). Today? They’re shipping millions of units at 7nm.

    Globalization theory works to protect established powers so long as established powers continue to innovate, since newcomers have little incentive to invest in fields that established powers are both 1. Much more advanced in and 2. Constantly advancing in at a pace that’s difficult to catch up to.