A Stratechery, Sharp Tech, and Sharp China Crossover on the Chip Ban, Taiwan, TikTok and More
Sharp China with Bill Bishop
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The Evolution of the Chip Ban
A discussion on the updated controls of the chip ban and the lobbying efforts of chip companies. The chapter explores the impact of the ban, the dependence on the US, and Huawei's alternative strategies. It also touches on the potential consequences for tech companies in China if Apple were targeted by the Chinese government.
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