All the signs are that Trump is backing off using hardcore tactics dealing with China which will hurt the USA even more. Why delay tariffs on chips signaling to China that the USA cannot afford to decouple from China and that is a fact cast in stone. Most consumer products, even toys, whether imported or made in USA are now highly dependent on legacy chips, not Rolls Royce chips that play to a different audience.
Just attempting to strangle China by seizing Nexperia already shows how dependent the USA itself is on legacy chips that affected the whole motor vehicle industry in Europe, USA and Japan as well. That is just one particular sector having to deal with just one Chinese entity inside China. When we talk of the whole manufacturing eco-system having to shut down if those tariffs are not being delayed, it is seeing the problem in actual perspective.
So, as the chip war ensues, are we focus on seeing the wood for the trees and not knowing which is important and which is just hype. Only when the shit hits the fan can we know what reality is and what is hype.
Anonymous
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