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John Lee Profile picture
@J_B_C16
Feb 4, 2021 • 9 tweets • 4 min read • Read on X
As the world's advanced economies all turn attention to semiconductors, having a blast working on this with @JPKleinhans! #techcoldwar #decoupling
Make no mistake - this is the strategic high ground of the next decade. China knows it.
The US, President Biden included, knows it.
ft.com/content/5610a5…
And the Europeans know it.
ec.europa.eu/digital-single…
Japan knows it. taiwannews.com.tw/en/news/4112191
And at the manufacturing end of the value chain, the two key players, both on China's doorstep, are entrenching their dominance.
South Korea's Samsung.. businesskorea.co.kr/news/articleVi…
And that Taiwanese company you'd never heard of till last month. thediplomat.com/2020/12/taiwan…
If there was any doubt that the new US admin is seized of the issue...

'TSMC, the world's largest contract chipmaker, also delivered a presentation about its investment in Arizona, [Taiwan' s economy minister] added, but did not provide any details.'

asia.nikkei.com/Economy/US-and…
China faces a daunting challenge in achieving greater reliance in semiconductors, given the highly concentrated value chain and the exquisite nature of the technologies required at the cutting edge.

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More from @J_B_C16

John Lee Profile picture
Nov 14, 2022
Quite the report from @BloombergUK... the more that one reads and hears about these new chip controls and how the Biden admin has run this, the more it looks like a dog's breakfast.
'Japan and the Netherlands were ready to formalize multilateral controls (for) 5-nanometer chips... but the US then wanted to raise that threshold to more mature technologies that would lead to a bigger impact on chip companies’ China sales. That’s when talks collapsed.'
'They were promised the govt wouldn’t move ahead with the controls before having allies onboard. However.. officials failed to convince partners or inform the chip firms of their plans to implement the measures in Oct. Just days before.. they were no longer picking up calls..'
Read 5 tweets
John Lee Profile picture
Mar 2, 2022
I wonder how many of those giving hot takes that the 'world' is united in response to Russia are watching how the debate is playing out beyond the US/EU media space...
The UNGA vote later today will be a bellwether. But look to how countries respond to the weaponising of SWIFT.
Sure enough...
'willingness of the emerging market giants to sustain business relations with Russia highlights a deep rift over Europe's biggest crisis since the World War II, and threatens to chip away the dominance of the U.S. dollar in global trade. '
reuters.com/business/after…
'Argentina, Brazil, China, India, Indonesia, Mexico, Saudi Arabia, South Africa, and Turkey – have thus far declined to implement any sanctions measures against Russia. Neither have... Israel and most former Soviet states outside of Europe.'
lawfareblog.com/what-sanctions… @lawfareblog
Read 15 tweets
John Lee Profile picture
Feb 4, 2021
Perhaps. But also about Australian media's slipshod reporting standards for anything that can be stuck with a 'Chinese influence' label.

Let's look at the actual judgment and history of this case...
'...Rares first threw out their defence.. concerned about “sweeping and imprecise particulars”, “hearsay”, “speculation” and “circular inferential reasoning”.. Some parts.. were “embarrassing because they were conclusory and had no content of substance”'

theaustralian.com.au/business/legal…
'In August 2019, a full bench of the Federal Court unanimously rejected an appeal against Rares’ ruling. ... the particulars of the truth defence drawn up by the ABC and Nine had “many problems” including “vague allegations”, “vague words” and was “untenable”.'
Read 10 tweets

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