After a furious "roar," Trump regretted it within a few hours. At the press conference, Trump said, "I will definitely go to South Korea for APEC, so there is also a possibility of a meeting with China, I did not cancel the meeting."

At the same time, the U.S. trade representative also said that the U.S. has no intention of starting a trade war with China, but if necessary, the U.S. is prepared. The U.S. needs to achieve trade balance with China, and China needs to change its "unfair" trade practices.

Evidently, after his impulsive outburst, he was persuaded by others, and the move of increasing tariffs has already become ineffective. Even Americans have realized that increasing tariffs would only bring greater crisis to the U.S. economy. However, don't look at Trump's verbal reversal; in action, he continues to attack. After releasing a long article condemning, he then posted that from November, he would implement export controls on all "key software," including operating systems, AI algorithms, EDA, simulators, cloud services, etc.

Among these software, the ones that might pose some threat to China are probably only EDA and simulation engines. However, in the previous software sanctions, we have already developed our own products. Many companies have started using domestic alternatives, and after that, only quick iteration and continuous improvement are needed. U.S. restrictions have actually provided an opportunity for China's software development and improvement. When there were no restrictions before, most companies certainly chose American companies. Now, forced to self-evolve Chinese industrial software, in the future, the market share of other countries may also be taken away.

As for AI algorithms, Chinese big companies have their own independent R&D algorithms. Even if there are parts from other countries' tech companies, it is open-source content, which no one can restrict. Huang Renxun said in an interview on September 29 that the U.S. should not think that its AI leads China by a lot. In fact, the gap between China and the U.S. is only "a few nanoseconds." Although this is an exaggerated metaphor, it does reflect the reality.

Cloud services and operating systems are even more laughable. This kind of technology has no technical barriers in the U.S., and both Chinese and American enterprises are in a competitive situation in these two fields. Restricting exports will only bring more market opportunities to Chinese enterprises. Sometimes it's really hard to understand why the U.S. sanctions always give people a feeling of "suicidal" tactics.

Trump knows that software control has no effect, yet he still chooses to do this ungrateful thing. Ultimately, it's the Western mindset of habit, regardless of whether the cards in hand are useful or not, just throw them out first. One of Trump's good points is that he doesn't listen to professional experts. American tech companies have advised Trump not to impose export restrictions, but he just won't listen.

This policy of restricting the export of rare earth technology has already made some U.S. allies start to waver. For example, Mexico suspended its original proposal to impose a maximum 50% tariff on auto parts and other goods from China. Indian companies have clearly guaranteed not to resell heavy rare earths to the U.S.

Trump is constantly throwing out sanction measures, and another reason is to increase negotiation leverage. Looking at the timing of these sanctions, they are basically set for November. However, he still underestimated China's determination and resilience. For the APEC meeting proposed by Trump, we have never responded. What we need to see is the release of goodwill, not the unreasonable sanctions that overestimate one's own abilities.

Original text: https://www.toutiao.com/article/7559891162011337251/

Statement: This article represents the views of the author. Welcome to express your attitude through the 【up/down】 buttons below.