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ahartmetz 7 hours ago

At current prices, Chinese companies could even produce everything possible (~anything but current gen CPUs and GPUs) on slightly older nodes and make a stonking profit while lowering market prices.

Gathering6678 6 hours ago | parent | next [-]

China is also short on supply... Capex for these are planned years ahead and just not flexible enough to deal with the supply squeeze right now.

ahartmetz 4 hours ago | parent [-]

China is famously fast at building things, but maybe not semiconductor factories... especially with long lead times from Western suppliers.

2ndorderthought 6 hours ago | parent | prev [-]

It would unfortunately be considered contraband in the US or tariffed 500%

ahartmetz 6 hours ago | parent | next [-]

If only the rest of the world could buy it, it would probably work almost as well (edit: to lower prices in the US). Besides, I'm in the rest of the world ;)

donmcronald 4 hours ago | parent | prev [-]

It'll be the same for Canada. We're already seeing satanic panic style action against things like TP-Link networking equipment and Hikvision cameras. Funny how those are a couple of the brands that can run 100% locally without a connection to the internet.