Discover and read the best of Twitter Threads about #USChinaTechColdWar
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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.
