The Chip Ban Seven Months Later, China's Response, More on Intel and Tower Semiconductor
Sharp Tech with Ben Thompson
00:00
The Risks of the US Export Controls
The risk here is that the Japanese companies are much more capable and closer of replacing the US companies. They have institutional knowledge of not just making the device itself, but understanding how that device fits in the hole. So they can probably expand their business into doing that much more quickly than you can. And now the US companies are in danger of losing their monopoly or losing their dominant position.
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