How Huawei and the Oct 2022 controls started the US-China tech spiral
pstAsiatech · x · 2026-10-20
Huawei was the inflection point: BIS's May 2019 Entity List designation and the August 2020 FDPR expansion proved Washington could cut a major Chinese civilian company from global semiconductor supply chains. The real turn came with the October 7, 2022 export control package, which shifted the target from companies to country-wide capability — advanced compute, semiconductor manufacturing equipment, and China's ability to make leading-edge chips at all. As one drafter told the author: 'nothing will be the same.'
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