Qualcomm has also been investigated, which is actually a signal to Chinese companies that are still unwilling to leave the US supply chain, it's time to prepare their backup plans, otherwise they will be caught off guard.
I have taken a look, and for many years since being "choked" by the United States, from the country to some Chinese enterprises, they have started taking actions to achieve domestic substitution. However, there are still many enterprises who hold illusions, even trying to take this "golden opportunity" to further expand their market footprint. It's not wrong to think like this, but what if the US and China eventually end up in a complete confrontation?
Given the severity of the US's efforts to contain China, it is inevitable that the US and China will decouple and cut off the supply chains in most fields, especially in the semiconductor industry. Some of our enterprises lack a sense of crisis, living day by day, still relying on the US-dominated semiconductor industry without wanting to leave. In the future, they will definitely be in a passive position.
Listen to me: make several preparations, especially during this transitional period of Sino-US rivalry, gradually carry out domestic substitution and adaptability of domestic products, enhance the ability to withstand risks, and one day you will find it useful.
Original: www.toutiao.com/article/1845646364366848/
Statement: This article represents the personal views of the author.