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How are global chipmakers preparing for the US-China chip war?



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Great results can be achieved with small forces,” Sun Tzu wrote in “The Art of War” some 2,500 years ago.
That quote is so old it’s now an adage. But it appears the U.S. isn’t content to wager that small actions can achieve the wide-ranging impacts necessary to gain an edge over China in the development of AI and machine learning technologies.
After implementing sweeping restrictions on the export of semiconductors to China last October, the U.S.’ recent deal with Japan and the Netherlands to restrict the export of vital semiconductor parts and chip-making technologies to China is throwing the $600 billion global semiconductor industry into turmoil.
The implications of these restrictions are broad, given that China accounts for approximately 80% of the world’s electronics production and is a large consumer of semiconductors. To make things even more complicated, nearly every major chipmaker has Chinese customers.
But Washington doesn’t seem to be concerned with the worries of global chipmakers or near …

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