Tit-for-tat.
It seems like every other day there’s a new development in the tech cold war between China and the US. Following on from last week’s request from the US government for ASML to stop servicing the systems the firm sold to China, and the recent banning of the use of Intel and AMD chips—and Microsoft Windows—from use in government computers, comes a new Chinese response.
The Chinese Ministry of Industry and Information Technology (via The Register and the Wall Street Journal) has ordered state-owned telcos to phase out foreign chips by 2027 in favor of domestically developed chips.
The move is sure to affect the revenues of Intel and AMD, as China remains a major consumer of western-sourced chips. The Chinese market overall reportedly accounts for 27 percent and 15 percent of Intel and AMD revenues, respectively.
