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Rocks vs. Chips: How the U.S.-China competition is playing out for high-tech advantage.
(carnegieendowment.org)
This is a most excellent place for technology news and articles.
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And the article makes the same prediction that I made above, that if the Trump administration truly wants to restrict international trade on a serious and continued basis, rather than conduct political theater to score domestic points, that's going to make life a lot harder for competing with China: