Here are some personal predictions about Xi Jinping's third term:
- Zero-covid policy will continue in the next 2~3 years, with deaths and humanitarian crisis in the "pandemic" lockdowns.
At least 3~5 cities with >10million ppl will be in lockdown status per quarter in 2023.
Based on all the speeches by Xi Jinping this year in the Political Bureau of CCP, Central Committee in CCP, National Congress - Xi insists that "zero-covid policy" is the most economical way to "protect our people's health" - and it's not likely to change the mind in 3rd term.
- Xi Jinping will continue to cut the relationships with the US and western countries.
- Xi wants to cut the dependencies on western technology - especially for the microchips, and the government will keep supporting chip manufacturing startups - especially "100% made in China";
1. CSIA declared itselfs as an NGO, but actually it was established by the government, running by the government, and most of the leadership members are from state-owned research institutes and companies.
So this letter can be considered as the voice from China government.
2. This is a signal that the Biden's sanction really hurt China's semiconductor fountry last week.
From this widely spread message screenshot, here are the impacts:
(1) Lam Research and AMAT left Yangtze Memory Tech;