John Lee Profile picture
Semiconductors, China's cyberspace governance, future telecoms networks & IoT. Formerly @merics_eu, @dfat, @deptdefence. Points for guessing banner pic location
Nov 14, 2022 5 tweets 2 min read
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.'
Mar 2, 2022 15 tweets 5 min read
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…
Feb 4, 2021 9 tweets 4 min read
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.
Feb 4, 2021 10 tweets 4 min read
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…