Intel still sees strong opportunities in China.
TheOneCurly
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Import tariffs and service bans are definitely pretty wonky with dubious benefits, but I can understand the export concerns. Exporting tech that can be used in weapons directly to a country that is threatening a highly strategic ally (Taiwan) is a bad move. Yes they’ll get them elsewhere or make them, but you won’t have the US government and a US company directly profiting off the destruction of an ally.

If the destruction of an ally would happen regardless of another government’s actions (because, as you said, China will get weapons from elsewhere), then concerns like “we shouldn’t profit off its destruction” are solely moral and/or ideological in nature. Thus being irrelevant for the sake of Realpolitik:

  • sell to China - you got some profit, but lost the ally
  • don’t sell to China - you got no profit but you still lost the ally

And it’s clear that USA follows Realpolitik when it comes to its foreign policy.

I also don’t think that the PRC even needs to weaponise itself further to annex Taiwan. What’s keeping the PRC at bay seems to be international repercussions, that are better addressed through soft power, not hard power.

Because of both things, I don’t think that Taiwan plays a role explaining those policies. I think that USA is trying to protect its internal industry against competition.

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