Thread by @PandemicTruther

Devastating impact of Huawei ban on US high-tech industry and US economy in general.

Qualcomm loses a big chunk if its chip business, ie, 8bn$/yr. Initial plan was for Huawei to die a horrible quick death & then the hyenas of Silicon Valley swiftly move in to feast on it. More:

Devastating impact of Huawei ban on US high-tech industry & US economy in general.

Qualcomm loses sizable chip business, ie, 8bn$/yr. Initial plan was for Huawei to die a horrible quick death & then hyenas of Silicon Valley move in to feast on it. More: tl.gd/n_1srca3b

#Huawei ban, #wechat, #Tiktok bans are a series of self-mutilations for the US.

China has sprung into action. Huawei/ZTE's Taiwan suppliers are postponing delivery in order to have ample time to redesign their products to accommodate third party contractors' components. To maintain their mainland customers which account for 40%

of Taiwan's exports, Taiwan is adapting. Such trend will extend to other suppliers worldwide.

Qualcomm is not allowed to sell to Huawei. Soon it won't able to sell at all in China . There's such a thing called supply stability. Also, China is making its own world class chip now.

Specialty of chip industry is astronomical investment & profit, short product cycle. China accounts for 60% of int'l chip market. US chips earns 190 bn $/yr in China. US chip sanction is self sanction. Its chip industry dies quickly without a big market .