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The Bipartisan Evolution of China
China changed its laws to make it explicitly clear that all Chinese companies' first obligation is to the CCP. The big wake up call for me was Huawei coming in and not only being a leading player in 5G wireless development, but also China starting to move into the standard setting bodies. I strongly don't believe America should be buying Huawei telecom equipment because of the potential security risks. But I'm still open to the idea of American semiconductors companies selling legacy chips to Huawei handsets.