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AntiCapitalist MeetUp: W.E.B. Du Bois, International Relations, and Chinese Chips [1]
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Date: 2022-10-23
"As early as 1917, W.E.B. Du Bois observed that at least one quarter of a million African Americans had migrated to the North since 1910: "here we see a social evolution working itself out before our eyes. The mass of the freedmen are changing rapidly the economic basis of their social development." What historians later would term the Great Migration occurred first between 1915 and 1930 ..."
This thread by Paul Poast reminds us that we always need to see W. E. B. Du Bois’s scholarship as he understood the demographic problems of the Great Migration, but also political economy and international relations (IR). It’s time to review our IR reading lists. The field of International Relations as racial is not simply about race but the greater complexity of intersectionality.
For example note the recent US attempt to create limits on certain nations’ engagement in the US national chip industry versus the much larger markets for chip production and advanced technology. The result may be to compel China to only move its developments faster and with less global engagement. This could then affect the Taiwan position in the development of advanced chips with the concomitant international relations problem of One China.
This kind of “asian labor exclusion” in recent policy is only a temporary stopgap built on a naive version of globalization that could help a few US corporations, but only in the short run accompanied by the usual nativist sinophobia, because it’s always been about colonialism and imperialism. Did sanctions from Biden do more policy damage than all four years of performative sanctioning under Trump. Ultimately it’s still about global military industrial competition, particularly since it's about Dutch chip-making machines, Taiwanese firms, one-China policy, and supercomputer competition between the US and China.
More failures in US industrial policy are only building atop a Trumpian bilateral trade-war of noncooperative behavior. The latest sanction is one on PMC labor, some AAPI. By comparison Trump was a coward in terms of executing a policy based on ‘trade-war’.
x THREAD: The US government's new export controls are wreaking havoc on China's chip industry.
New rules around "US persons" are driving an "industry-wide decapitation." — Jordan Schneider (@jordanschnyc) October 14, 2022 The following is the translation of a thread posted earlier this week by @lidangzzz.
"Lots of people don’t know what happened yesterday.”
To put it simply, Biden has forced all Americans working in China to pick between quitting their jobs and losing American citizenship. Every American executive and engineer working in China’s semiconductor manufacturing industry resigned yesterday, paralyzing Chinese manufacturing overnight.
One round of sanctions from Biden did more damage than all four years of performative sanctioning under Trump. Although American semiconductor exporters had to apply for licenses during the Trump years, licenses were approved within a month. With the new Biden sanctions, all American suppliers of IP blocks, components, and services departed overnight —— thus cutting off all service [to China]. Long story short, every advanced node semiconductor company is currently facing comprehensive supply cut-off, resignations from all American staff, and immediate operations paralysis. This is what annihilation looks like: China’s semiconductor manufacturing industry was reduced to zero overnight. Complete collapse. No chance of survival. [Translation of the DMs in a screenshot:]
Person A: Everyone from Lam Research at Yangtze Memory left today, and on the 12th the AMAT folks will leave as well Person B: Yes. Not just Yangtze, but also HLMC, ICRD’s Jiading fab, Hefei’s CXMT DRAM fab
All leaving
Even Geehy in Hangzhou is pausing operations] Q: Why hasn’t Chinese media reported on this?
A: I don’t know. The only possible explanation is that this major story, and its future ramifications, will bring severe damage to the supposedly “continuously flourishing” semiconductor industry and Chinese national security as a whole. The level of embarrassment is on par with Pelosi’s Taiwan visit.
ASML has stopped providing services and support to mainland China. Many people don’t understand why this is annihilation.ASML has stopped providing services and support to mainland China. Export Controls, Xi's S&T Dreams, and "Technological Vassaldom" For more analysis, see my post on Xi's S&T dreams and "technological vassaldom" • • •
x Biden gambles with global chip supply by halting US firms’ operations in China
https://t.co/LkqqMJus2J by @ashleynbelanger — Ars Tech Policy (@ArsLaw) October 12, 2022
In brief, America's new regulations: - prevent US firms from exporting their highest-end AI chips to China; - prohibit firms and US persons from helping Chinese fabricators develop leading-edge manufacturing capabilities for logic and memory chips. Regardless of how much Washington may want American firms to continue working with Chinese companies on lagging-edge chips, Beijing will see the decision to try to freeze Chinese domestic manufacturing above a defined level of technological advancement as deeply provocative.
x 1/ The impact of U.S. chip export controls towards China is more human than tech: @WSJ combed thru corporate filings to identify 43 American senior executives in 16 listed Chinese chip firms.
They now have to chose between their citizenship & for some, the startups they founded. — Liza Lin (@lizalinwsj) October 17, 2022
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