Bill Bishop (@sinocism): "If smic made the huawei 5g the us government may consider adding smic to the sdn list https://ofac.treasury.gov/specially-designated-nationals-and-blocked-persons-list-sdn-human-readable-lists anyone short smic would probably do well if the us government did that "

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Sep 3, 2023

If smic made the huawei 5g the us government may consider adding smic to the sdn list ofac.treasury.gov/speci… anyone short smic would probably do well if the us government did that

Bill Bishop

Sep 3, 2023

smic made the 7nm chip huawei has in its new 5g phone. Very unlikely they could do that without violating us export controls. Expect us government to ramp up controls on both smic and huawei. Hard for Biden admin to avoid the massive FU huawei gave raimondo during her visit to china last week

Sep 3, 2023

1:33 AM