WBT Industry Related Off Topic., page-515

Biden's semiconductor technology bans on China relate only to the most advanced chips, plus the technology & equipment required to make them. It is primarily aimed at hobbling China's ability to develop advanced defense capabilities in the areas of super computing, quantum computing, and AI. It should have little immediate affect on their consumer electronics industry, but will hugely change the future development of the industry in China.

China has been trying to reduce their dependence on Taiwanese made chips in recent years. The affect of the bans will be to extend this dependence into the foreseeable future. China's predictable response will be to redouble their efforts and pursue the development of their own independent capability, no doubt aided by more than a little industrial espionage. The bans will not stop China, but will definitely slow them down considerably.

In the meantime the threat to Taiwan from Chinese attack, is decreased. However, TSMC has taken a hit because it has production facilities in China that presumably use some equipment now subject to the new bans. There is also a lot of fear that TSMC will no longer be able to export many of their chips to China, due to the new requirement for export licensing.

However, I have confidence that the US would not be so foolish as to use this to shut down China's consumer electronics industry. This would be a serious own goal. China's consumer electronics industry represents most of the world's consumer electronics industry. Shutting it down would be economic Armageddon.