But will it matter?
Thanks for the report Lennart. One important Q: how do you we analyze the tradeoff whereby export controls incentivize Chinese indigenous chipmaking innovation vs. keeping China dependent on Western/Intl chip makers for a longer period of time?
Assuming the enormous investments actually generate the necessary increase in worker productivity 😃
we shall see!
Thanks for the report Lennart. One important Q: how do you we analyze the tradeoff whereby export controls incentivize Chinese indigenous chipmaking innovation vs. keeping China dependent on Western/Intl chip makers for a longer period of time?
Assuming the enormous investments actually generate the necessary increase in worker productivity 😃
we shall see!