The implications of this tech decoupling are profound. For shoppers, it means a world of incompatible requirements, with Concord OS doubtlessly turning into a serious platform throughout the World South the place China’s affect is rising. Whereas adoption by non-Chinese language producers faces important hurdles, the platform’s success in China’s huge home market alone would make it a power to be reckoned with.
For companies, the problem is much more acute. Corporations more and more face an unimaginable alternative: Keep entry to the Chinese language market and danger US restrictions, or align with US coverage and face Chinese language retaliation.
Former Nationwide Safety Advisor Jake Sullivan’s imaginative and prescient of a “small yard, excessive fence” technique has morphed into an ever-expanding yard with more and more greater fences.
The in depth US semiconductor controls carried out in late 2024, adopted by former President Joe Biden’s three-tier AI controls as his administration’s last salvo, showcase this continued mission creep.
But as every new restriction has been undermined by Chinese language workarounds and inconsistent US software, Washington has responded by casting an excellent wider web over important applied sciences like superior AI chips and ultra-fast reminiscence chips used for superior computing.
Beijing’s evolving counter-strategy, from concentrating on American drone maker Skydio’s battery provide chain, a ban on the export of dual-use commodities, notably graphite, germanium, gallium and antimony to launching probes into US chip exports, indicators a transparent escalation in its response to Washington’s containment efforts.
