Comment on Huawei Ascend Production Ramp: Die Banks, TSMC Continued Production, HBM is The Bottleneck by info

Excellent piece. And wise advice to the administration. Concur, and do like the parallel control in partially endorsing the 'renting' approach.

Building off of your point that China's ambitions are far-reaching + long-dated: "It is worth remembering that China’s focus on silicon self sovereignty predates US export controls."

This piece below may be helpful context for those interested in understanding China under Xi -- with a particular focus on Technology, Energy, and Money policies.

China & The Xi Agendaaquavis.substack.com/p/china-and-the-xi-agenda

'These initiatives and events have been spaced over a decade, so it’s often (purposefully) difficult to keep track and tie the cause to the (lagged) effect. For years no one noticed China’s rising strength – similar to the analogy of the frog in the pot with warm, but rising water temperature. Today it is fairly obvious that the water is boiling.'