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When people say "China would have made their domestic stack anyway, export controls have no effect", consider: best Japanese companies have tapped out…
When people say "China would have made their domestic stack anyway, export controls have no effect", consider: best Japanese companies have tapped out of advanced semiconductors, because… there were more lucrative options in the short term.the CCP isn't *that* much smarter.Bijan Tavassoli: @teortaxesTex True and I full