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Before sanctions, Huawei was the world's largest telecom equipment vendor.

After sanctions, Huawei is still the largest except they barely have any US chips in their products.

The CHIPS act has always been incredibly questionable. It seemingly goes against market forces. The US are alienating what were potentially the largest customers for all the chips they plan on making. Customers are especially scarce at the higher end processes that the US are targeting.

Global Foundries abandoned 7nm since they believed that most of their clients wouldn't be able to afford migrating to leading edge nodes. UMC barely had any clients for their 14nm process. Not even Global Foundries' contractual obligations to AMD / IBM, UMC's connection to Mediatek, and access to the latest ASML EUV machines were enough incentive for them to transition to 7nm and beyond.

The US essentially made Huawei a guaranteed customer to SMIC. EUV isn't even necessary for 7nm and 7nm isn't necessary for 5G. Intel 7 and TSMC N7, N7P are made with DUV. TSMC's 12nm was used for UNISOC's Makalu 5G modem and one of their 5G SOCs. The delay in making 5G phones might just be Huawei needing EDA tools to design a modem using SMIC's existing processes.

The way the sanctions are so gradual it's almost as if the US wants China's chip sector to undergo import substitution industrialization. It really resembles the slow ramp up of import restrictions that established the automobile industry in many countries. It's also kind of amusing that in practice it's the US that are cutting themselves off from advanced tech while China can still by the latest chips. Nvidia made the A800, and H800 just for China.. Nvidia probably lobbied to make the restriction easy to implement and based on the specification that affects performance the least.

US bans Huawei so there stuck with 4.5G marketed at 5G.

US bans DJI drones in government so they use terrible Skydio drones for search and rescue.

I'm still undecided if the hype for the 5G AI driven "Fourth Industrial Revolution" is warranted though.

Commitment to efficiency is at the heart of communism. Here's why I love China, taken from the article.

The United States and China approach AI differently. The trillion-dollar valuations of the great American technology companies mainly come from consumer entertainment. China, as Huawei’s Zhang said, has no time for poetry. Rather than guess when the machines will become sentient or when AI will replace human beings, China has focused on the automation of drudge work: inspecting parts on a factory conveyor belt, checking the bins near the coal face for foreign objects, detecting anomalies in machines, picking containers out of ships and placing them on autonomous trucks, and so forth.

My dream would be to live in China, it has such a different culture from the west. While I know I'll never live there, visiting the country someday would be lovely.

The national interest “is guided by the belief that nothing will enhance those interests as effectively as the approach to foreign affairs commonly known as realism—a school of thought traditionally associated with such thinkers and statesmen as Disraeli, Bismarck, and Henry Kissinger. “ - from their about page

Anyone who idolizes fucking Bismarck and Kissinger is off their rocker. I wouldn’t trust anything from this rag more than I would toilet paper

I mean it's really just because they have more slave-wage labor.

If we want independence from their manufacturing, we'll have to make equally unethical deals with other countries and build more expensive manufacturing here.

It will simply cost money.