Discover and read the best of Twitter Threads about #7octobersurprise
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This is very important piece. A short thread. 🧵
Japan’s proposed semiconductor export controls will cause unnecessary damage
globaltimes.cn/page/202305/12… twitter.com/i/web/status/1…
Japan’s proposed semiconductor export controls will cause unnecessary damage
globaltimes.cn/page/202305/12… twitter.com/i/web/status/1…
Wei is one of the most knowledgeable academics n China on the semiconductor industry, and understands the global industry well. He briefs senior leadership, including Xi, on semiconductor related issues. He also participates in many international industry meetings + conferences.
For Wei to speak out here is telling. When Wei comments on Japan’s new export controls, his views are authoritative: “Such decisions by the Japanese government will undoubtedly have a negative impact on global semiconductor industry and backfire on Japan's own domestic industry.”
Japan finally released rules last week touted as aligning with US export controls released last year @ #October7Surprise. But Japanese rule did not mention China, and was far from a complete mirroring of the US controls. What is going on here? Well, its complicated. A thread.🧵
First, media reports continue to talk about a “three way agreement” btwn US, Japan, and the Netherlands. The Japanese rule release demonstrates that each country will release unilateral controls.
Japan in this case has adopted very different controls from the 7 October US package.
ft.com/content/768966…
ft.com/content/768966…
The most important aspect of the 7 October export control package released by the US Commerce Department is arguably its unilateral nature, and the struggle to get other key players onboard, primarily the Netherlands and Japan, continues. A thread. 🧵
We are clearly in a new era in US China Technology competition. #USChinaTechColdWar has never been a more accurate description of the situation. The “forcing third countries to take sides” element was always the most salient part of the meme I pioneered with @paulmozur
The stakes for semiconductor industry got bigger with the #7OctoberSurprise and comments from National Security Advisor Sullivan in September.
