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re <<'Decapitated Overnight': What 'Annihilation Looks Like'>> ... 78 response posts since you cited the headline Message 34039711 26 months ago
... let us see if the experts are correct ... all very interesting, that Team Biden, knowing precisely what to best do, decided to and did trigger enhanced trade-war just before the Team steps away from the contact line, very naughty, leaving Team Trump to do art, setting the Trump up to prospectively be the GOAT (greatest of all time) by doing a Nixon or relegating the TeamTrump to fail and fail big from the get-go by carrying on with a trade war started during Trump 1.0, enhanced during Biden 1.0, and the coming 4-years who knows what
Potentially we can have a situation where the global semiconductor chain is pulverised and leaving Team China with the ONLY nationally embraced complete value-chain, from slightly less advanced lithography machine and consumables manufacturing all the way to chips and things that incorporate chips.
US price tag for China's gallium export ban: $602 billion and new monopolies for Huawei
In retaliation over semiconductor export bans, China banned exports of gallium. A mere 30% reduction in gallium supplies to global markets would result in a $602 billion hit to the US economy alone, according to experts.
What's more, gallium is a critical component in 5G telecom gear, a market where Huawei already has large advantages and is believed to be at least a generation ahead of competitors outside China. Gallium nitride allows for telecom gear to be made much lighter, resulting in far lower costs for installation, maintenance, and repair, and allows for lighter masts and poles. For Huawei's rivals in the 5G space, such as Nokia and Ericsson, a gallium ban would put them even farther behind Huawei.
China controls over 95% of the global market for gallium, and the White House's own official analyses of China's gallium monopoly concluded that an export ban would result in crippling effects to a wide variety of US industries, including defense.
Huawei has one 5G power that is hard for the US to hurt
Its long use of gallium nitride for 5G power amplifiers has put Huawei ahead of Ericsson and Nokia, says a leading analyst, as China moves to cut the US off from gallium.
