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USA is decoupling with China.
It means it gives China a wide open door to develop its own technology.
And export it to whatever countries China want to export.
Like for example Russia and Iran.
China should work together with Russia and Iran in IT and AI development.
But US never really transferred its AI and chip technologies to its allies.Transfer of the semiconductor technology means that China/Russia/Iran will have to forge an official alliance.
This is 100% strategic; as meaningful as the transfer of the nuclear technology.
EU/Japan/South Korea/Taiwan can never betray the US because they have been integrated into the US ecosystem.
Vice versa, Russia and Iran need to integrate into China's ecosystem by forming an official alliance.
Chinese chips will occupy all markets outside west
But US never really transferred its AI and chip technologies to its allies.
Chip fabrication is kind of a tough work. Only East Asians can handle it. The fab technologies were developed by East Asians themselves. Not by US. US can not own all chip related technologies because it doesn't have the capability. China has the capability. And China doesn't need to cooperate with any country. Just selling finished products is fine.The US cannot 100% handle the entire procedure from chip design to chip fabrication to lithography machine like China is doing right now.
The strongest criteria for the US is the chip design, whereas their weakest point is the chip fabrication.
Without Taiwan and South Korea, their fabrication capability is even much weaker than China's.
As for the EUV machine, the US controls the core technology of the EUV light source, and China has become the second country in the world who has mastered this core technology, and this means that China's EUV will also emerge in the near future.
The US is definitely the strongest western country in the semiconductor that can control many critical technologies of the entire procedure, yet they still don't possess the entire supply chain to cover everything within their ecosystem.
China right now has the entire supply chain to cover its own ecosystem, and we would be happy to see that our ecosystem can expand into the rest of the world.
Chip fabrication is kind of a tough work. Only East Asians can handle it. The fab technologies were developed by East Asians themselves. Not by US. US can not own all chip related technologies because it doesn't have the capability. China has the capability. And China doesn't need to cooperate with any country. Just selling finished products is fine.
Chinese chips will also occupy much of the markets in the West as wellChinese chips will occupy all markets outside west
But US never really transferred its AI and chip technologies to its allies.
The russians can’t make chips. They rely on imports.
The russians just withdrew from nuclear test ban treaty, from conventional weapons control regime, they are going to focus on making military hardware, they not going to make anything civil goods.