The optical turning point is here for a lot of things.
The non-US world is seriously considering Chinese cars, which was always a high burden to clear (see Japan and Korea getting their manufacturing together enough to field a competitive product)
I suspect we’ll see some flailed attempt to block Chinese RAM from the US market (cf. The router fiasco) but this one might have enough corporate inertia to sail through. When every business in the country can’t afford even basic 16GB office desktops, Intel, Dell, HP, and Apple are probably going to be making compelling arguments to their captive legislators. This might be the only way to avoid huge losses on their non-datacentre product lines.
Yep, I keep forgetting about Chinese EVs. However, and pretty much exactly to your point, I think the US and western corpos are gonna have a much harder time keeping out Chinese RAM versus the relative ease of keeping out very conspicuous (in more than one way) Chinese EVs. The US government can make trade protectionism work, but that requires serious investment in domestic production in the same targeted sectors that get tariffed and uhhh… well. Happy early birthday, Chinese renewables, I guess?
The optical turning point is here for a lot of things.
The non-US world is seriously considering Chinese cars, which was always a high burden to clear (see Japan and Korea getting their manufacturing together enough to field a competitive product)
I suspect we’ll see some flailed attempt to block Chinese RAM from the US market (cf. The router fiasco) but this one might have enough corporate inertia to sail through. When every business in the country can’t afford even basic 16GB office desktops, Intel, Dell, HP, and Apple are probably going to be making compelling arguments to their captive legislators. This might be the only way to avoid huge losses on their non-datacentre product lines.
Yep, I keep forgetting about Chinese EVs. However, and pretty much exactly to your point, I think the US and western corpos are gonna have a much harder time keeping out Chinese RAM versus the relative ease of keeping out very conspicuous (in more than one way) Chinese EVs. The US government can make trade protectionism work, but that requires serious investment in domestic production in the same targeted sectors that get tariffed and uhhh… well. Happy early birthday, Chinese renewables, I guess?