Why is Joe Biden saying, not a day earlier, that he is not out to
'contain' China? To put it more succinctly, realistically and
transparently, it is not that Biden does not want to contain China. The
real reason is that Biden now knows for a fact that he failed to contain
China using the chip sanctions, after Huawei released the Huawei Mate
60 phone using the Kirin 9000s 7 nm chipset, taking them unaware. That
means the Kirin 9000s 7 nm chip is now commercially available to the
Chinese equipment makers.
The beauty of this is that the USA and
its allies-in-arms were all the time harping on China concentrating
its priority on the 14 nm and 28 nm mature chips used in EVs, low end
phones and consumer electronics, thinking that China is just stuck in
the mud. What they did not expect was that behind the scene, Huawei and
SMIC were quietly blindsiding them. How could their highly touted
intelligence gathering and spying expertise failed them? Must be
Huawei's 5G preventing all that ironically.
Tech geeks who took
apart the Mate 60 phone agreed that the Kirin 9000s 7 nm chipset was
made wholly by Huawei in collaboration with SMIC. Not only that, the
chip was found to be faster in test carried out than anticipated. The
USA is trying to find out how Huawei succeeded. Did the USA also tried
to find out how China managed to put up their own space station? The USA
itself does not even have a space station to boast about. Did the USA
tried to find out how China managed to go to the moon and sent a probe
to Mars, all by themselves, without the the USA's help? Oops, sorry once
again, the USA already lost the moon landing blueprints, so forget
about that possibility. What is therefore so surprising that Huawei is
able to come out with a 7nm chipset, that the USA, Japan, South Korea
and even the Netherlands were touting that China needed half a decade to
achieve it and are still generations behind.
The gap between
China and the USA Chips4 alliance in high end chips is narrowing. This
means that China will soon be able to depart from its total dependence
on foreign high end chip makers, who are still boycotting the sale of
high end chips to Chinese companies. They can now prepare to stay away
forever from the Chinese market. Ironically, China is helping them to
de-couple or de-list faster, whichever way they want to put it.
Joe
Biden is talking about not 'containing' China, contrary to Republican
lawmaker, Mike Gallagher, who is now pushing the USA to ban all tech
sales to Huawei and SMIC. Is Gallagher insinuating that Huawei's 7 nm
chip development came about due to the USA's help? Huawei had been
banned from adopting and using any equipment having USA tech components
for more than four long years, and please quit thinking that all that
progress chalked up by Huawei and SMIC are due to USA's tech sales to
them. Suffice to say, Biden will talk about one thing, while the
Republicans will counter with another, so take them as mere 'echo
chambers' for the Deep State on different wavelengths.
On another
issue, the Chinese Government is going to mandate that all employees of
state owned entities are not to make use of iphones or other foreign
made equipment, a move in waiting, pending the ban of further tech sales
to China. This is important news. China has more than 150,000 state
owned entities, employing tens of millions. The effect on Apple iphone
sales alone is tremendous. China makes up more than 20% of Apple's
revenue in sales of the iphone, or about US$60+ billion, if I got it
correctly.
If the Chinese government's mandate comes about,
Apple is in for a rough ride. But already some Western media are
claiming that the effect will be minimal for Apple. Really? The Western
media is trying to muddy the waters by saying that not all the iphones
made in China are sold in China. What does that got to do with the loss
of the more than 20% revenue derived from iphone sales in China alone?
Does that mean the China market for iphone sales is no longer that
important? Keep hallucinating!
Anonymous
PS. Why buy Apple iPhones to allow the Americans to monitor your conversation and spy on you?
1 comment:
In time to come, the only chips the USA can sell to China will be McDonald's fries and potato chips. High end ones, LOL. South Korea can come out with 'Kimchi' chips, while Japan can sell 'nuclearised' fish and chips, which Chinese will only touch with a long pole.
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