Trump's last trump card in his trade war to bring down China is now left with the AI and high end chips. These are the only two areas that Trump hopes to stay ahead and even to kill China's growth as the next all round super power. Can Trump and his America hold on to this lead? Oops, China does not need American chips anymore. China now has its own EUV machines to make high end chips.
The fundamental structures of these two technologies are in a way structured to make Trump's dream an impossible dream. China has the best of AI and chip making talents that are equal to the Americans, and armies of them, and growing. China is producing STEM talents from the assembly line, like producing EVs. STEM talents are sprouting all over China. Time is strongly in favour of China. Chinese chip manufacturers are also catching up real fast with ASML and TSMC and running abreast. With full govt support and funding, not left to chances and the flirtatious market forces, China is pushing ahead with all it got and a political will to do so.
Other than TSMC, the other American semicon giants are Nvidia, AMD, Qualcomm and Intel and a few others. And who are behind these giants, the brains that are contributing to their success or failure against the Chinese AI and chip making factories? China, China, China!
Most of the top brains are ethnically Chinese, be they American, Taiwanese or foreign citizens. In short, the bulk of the top talents in the AI and semicon industries are Chinese. This is a factor that is going to give nightmares to Trump. For the moment, it is Chinese in America competing against Chinese in China. Any silly policies by Trump and his clowns to discriminate against the Chinese talents in America will only undermine his Chinese talent base. Not that the Washington clowns are not at it. They have been discriminating and targeting Chinese talents for decades, leading to a reverse brain drain from America back to China. Many of the best talents have returned to China, leaving behind a big black hole to be filled by Indian talents.
When things get worse, the Chinese talents will have no choice, no where else to go but return to China. And there goes Trump's army of AI and chip designing and making talents. Can Trump win this race against China with this paradox? Trump wants the Chinese talents, needs the Chinese talents, but distrust the Chinese talents and making life very difficult and dangerous for them to stay in America to fight for him in this highly competitive race that his hillbillies and rednecks are of no help, just like Pete Hegseth or Trump and company, a hole in the head filled with shit or whisky... troublemakers.
What do you think?
6 comments:
Trump has now pivoted to playing the energy and resources game, knowing the USA is not winning the semiconductor and AI game against China, and many countries just ignoring his tariff war.
Seizing oil from Venezuela was the first step with Iran and probably the Middle East on his agenda. The only proviso in the Middle East is the ability to take out the Houthis. Saudi Arabia better wise up and know what is in store for them if the Houthis are exterminated. Trump is going for Middle East oil as well in natural progression in order to control the global energy sector. He is not averse to using military force, a stance he has been repeating lately.
Who is stirring up the chaos in Iran right now? Nothing happens in a vacuum, a mantra quoted from Dr. David Oualaalou, a geopolitical analyst. Who stands to benefit the most over the chaos in Iran right now? The other question is when will Israel and the USA attack Iran again, not if, in the face of the turmoil. In any of the USA's enemy countries, there are always traitors willing to sell out the country and betray its leaders if the price is right.
What happens if all the Chinese AI and chip talents return to China?
No problem. India will provide all the talents like in Boeing, Microsoft, Google and in the Silicon Valley.
China will tell the Indian talents - 'Go baby go' and bring down the USA.
What happens is already happening.
Don't Indianize Red Dot. They can continue to Indianize USA to bring it down. China will thank Modi.
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