Part 8/10:
While the exemption for U.S. chips may bring temporary relief, it signals the beginning of a new phase in the tech cold war between China and the U.S. The existing supply chains are precarious, with recent updates to U.S. chip export bans and increased scrutiny on technology transfers. The landscape is dynamic, with the understanding that today’s supply may not exist tomorrow.
For Chinese automakers, the risks extend beyond immediate technological needs to broader concerns about national security and economic strategy. The integration of U.S. chips into their systems makes them vulnerable to potential pricing shifts and trade decisions that would severely impact their production abilities.