Has the US Technological Iron Curtain Become a Lead Balloon?

Published in Takungpao
(Hong Kong) on 6 September 2023
by Yu Wen (link to originallink to original)
Translated from by Matthew McKay. Edited by Michelle Bisson.

OPD ~ 6 September 2023

The release of Huawei’s new cell phone has plunged the United States and the West into a complicated tangle — and the sentiment is simmering and spreading, arousing many professional groups’ interest in deconstructing it. How did low-profile pre-sales of Huawei’s Mate 60 cell phone series attract such global attention?

It is closely related to the reality of the game between the two powers that are the U.S. and China. As The Washington Post put it on Sept. 2, “[The cell phone’s] launch has sparked hushed concern in Washington that U.S. sanctions have failed to prevent China from making a key technological advance.” As is widely known, the Trump-era U.S. launched a trade war and a science and technology war with China: The former imposes tariffs on $300 billion worth of Chinese goods exported to the U.S., while the latter serves mainly to impose sanctions on high-tech Chinese enterprises, such as Huawei.

‘China Core’ Breaks through US Suppression and Containment

The Biden era has inherited the “achievements” of the Trump-era trade war with China and increased sanctions against China in the fields of science and technology. In addition to Huawei, the U.S. has added more than 1,000 Chinese technology companies to its Entity List; the blacklist targeting such companies is getting longer and longer. The U.S. has also stepped up its efforts to strengthen the U.S.-led semiconductor supply-chain alliance and restrict American investment in China’s technology sector, so that, in the Joe Biden era, sanctions and crackdowns on China’s high-tech sector have not only become stricter, but more ruthless as well. The effects of these measures are not limited to suppressing China’s technological competitiveness — they also consolidate the absolute leadership of the U.S.

In short, not only has Biden raised an iron curtain to hinder China’s technological development, but he has also joined forces with his allies in a round of technological bullying of Chinese technology companies. The latest American rhetoric is about denying China access to core technology and not selling it high-end equipment and products, but not imposing restrictions on low-end equipment and products. Obviously, this is calculated by the U.S. government to suppress China while at the same time profiting from its market, and the wave of visits to China by senior American officials is likewise based on a utilitarian U.S. stance.

With things as they are, the U.S. may be thinking that Huawei has lost its opportunity to participate in the 5G market. After all, the airtight U.S. sanctions are such that Huawei cannot fall back on any friendly companies to produce high-end chips for it, nor does it have the high-end photolithography machines necessary to produce them itself. In short, it is impossible for Huawei to bring new 5G cell phone products to the market. This is also the reason why the U.S. and the West were first silent, then stunned, and then panicked: Although the technical specifications of Huawei’s new cell phone have not been disclosed to the public, disassembly tests by professionals have confirmed that it is a 5G phone and that it performs up to the 5G+ level. What is even more startling is that the phone’s 5G chip has no American or U.S.-related components and is pure “China Core.”

The cell phone just so happened to be released as Gina Raimondo was wrapping up her visit to China, so it was also something of a slap in the face to the U.S. Faced with the understated launch of Huawei’s new handset, American media and political circles lapsed into collective silence, or shock, followed by cautious speculation and reports in the media. Regardless of whether Huawei really breaks through U.S. sanctions — as some independently operated social media platforms optimistically predict — or whether it is just a breakthrough in the market achieved between Huawei and its friends, or indeed whether Huawei’s new phone is not a real 5G cell phone but just a technological improvement on the 4G+, what is certain is that, in terms of experience, the chip and features of the new Huawei handset have the ability to compete in the market with top 5G handsets such as the iPhone.

And that is all it takes. On the one hand, it highlights the fact that the iron curtain of science and technology that the U.S. has put up against China has lost its significance, becoming little more than a circle drawn on the ground to serve as a prison; on the other hand, it reflects an American misstep of recruiting its friends into a clique from which to implement anti-China bullying on the science and technology front.

More importantly, it proves that the U.S. has made a common-sense mistake. Although it is somewhat idealistic to speak of “science without borders,” it is in fact an indisputable truth, when viewed from a broader human perspective, or over a longer timeline. Based on utilitarian purposes of geopolitics and ideology, using the game of great powers to obstruct scientific and technological progress or the sharing of scientific values among humankind can only be a temporary hindrance, and it will bring about results that are detrimental to others and of no benefit to themselves.

South Korean Companies May Become the Biggest Victims

In the case of the Global Positioning System, for example, China and Russia have developed their own versions of the system despite technological obstructions from the U.S. Therefore, the technological iron curtain and technological bullying can only temporarily hinder progress in, and the sharing of, technology; it cannot fundamentally form a true technology monopoly. On the contrary, deliberate sanctions and suppression will stimulate competitors’ innovative impetus, leading them to research and develop higher-performing and better-quality alternative products.

In this regard, the U.S. sanctions and restrictions on Huawei and China’s technology enterprises are inherently selfish and insecure, lacking global vision and big-picture perspective.

Where Huawei’s new handset is concerned, American netizens behave more rationally and intelligently than either the U.S. government or the American media. If South Korea’s Samsung and Taiwan’s TSMC can produce 5G chips, they think, then why shouldn’t Chinese enterprises do the same? Moreover, when the U.S. pulled both Samsung and TSMC over to its side of its technological iron curtain, turning them into technology tools with which to bully China, it also placed on these enterprises a “binding spell” of industrial stagnation. Once Huawei or any other Chinese company breaks through U.S. technological containment, the market prospects for these companies will look just as bleak.

Put the most simply, whether it is Samsung, TSMC, or American semiconductor companies, they will all become the victims of U.S. politics, not only losing China’s huge consumer electronics market, but also facing the structural problems of market surplus.

Several revolutions in the history of human science and technology have demonstrated that hindering the technological development of others through technological iron curtains or technological bullying is backward and selfish behavior. The idea of having a monopoly on technological supremacy is no more than wishful thinking.

Yu Wen is an international relations scholar.


美国的科技“铁幕”成了“铁块”?

2023-09-06 04:02:49 大公报

宇文

华为新手机发布竟让美西方陷入复杂纠结。而且这种情绪正在发酵蔓延,引发很多专业团体的拆解兴趣。这款低调预售的华为Mate 60系列手机何以引发全球如此关注?

这和中美两强博弈有着密切的现实联系。正如9月2日的《华盛顿邮报》所论,“一款手机的推出在华盛顿引发担忧,即美国的制裁未能阻止中国取得关键技术进步。”众所周知,特朗普时代美国对华开启贸易战和科技战,前者是对中国输美3000亿美元商品加征关税,后者主要是对华为等中国高科技企业进行制裁打压。

“中国芯”突破美打压围堵

拜登时代,继承了特朗普时期的对华贸易战“成果”,而且在科技领域加大对华制裁力度。华为之外,美国将超过千馀家中国科技企业纳入“实体清单”,而且针对中国科技企业的“黑名单”越来越长。美国还变本加厉,强化美国主导的半导体供应链联盟,限制美国对华科技领域投资。拜登时代对华高科技领域的制裁和打压,除了更严还有更狠。此举不仅打压中国科技竞争力,也在强化美国的绝对领导力。

总之,拜登不仅拉起阻碍中国科技发展的铁幕,还联合盟友对华科技企业实施轮番的科技霸凌。最新的美式话术是,不让中国掌握核心科技,不卖给中国高端设备和产品,但不对低端设备和商品进行限制。显然,这是美国政府的算计,既要打压中国,又要从中国市场获利。美国高官开启的访华潮,也是基于美国的功利立场。

在此情势下,美国或认为华为失去了参与5G市场的机会。毕竟,美国密不透风的制裁,使得华为既无友商为华为生产高端芯片,也没有高端光刻机进行自产。简言之,华为不可能向市场推出5G性能的手机新品。这也是美西方先是缄默愕然继而恐慌失措的原因。因为华为的新手机,虽无公开芯片技术参数,但专业人士拆解测试证实这是一款5G手机,而且性能达到5G+的水平。更惊爆眼球的是,这款手机的5G芯片没有任何美国或与美国关联的因素,是纯粹的“中国芯”。

该手机碰巧在雷蒙多结束访华行程前发布,对美国也有了一丝“打脸”意味。面对华为新机的低调上市,美媒体和政界陷入集体的静默或是惊愕中,随后就是媒体的谨慎猜测与报道。不管华为是否真的突破美国制裁──就像一些自媒体乐观预期的“轻舟已过万重山”,或者只是华为和友商合作实现的市场突破,又或者是华为新机并非真正的5G手机(只是4G+的技术提升)。肯定的是,华为新手机的芯片和功能,在体验上已经具备和iPhone等顶级5G手机一较高下的市场能力。

这已足够。一方面,凸显美国拉起的对华科技铁幕失去了意义,变成了美国画地为牢的讽刺;另一方面,也折射美国呼朋唤友拉小圈子对华实施科技霸凌的失策。

更重要的是,也证明了美国犯了一个常识性的错误。虽然说“科学无国界”有些理想主义,但从人类大视野或更长的时间轴观察,其实是颠扑不破的真理。基于地缘政治和意识形态的功利目的,通过大国博弈的方式阻碍科技进步或阻断人类分享科学价值,只能是暂时的阻滞,而且会带来损人不利己的结果。

韩国企业或成最大受害者

以全球定位系统(GPS)为例,虽然美国实施技术阻挠,但是中国和俄罗斯还是研发出自己的版本。因此,科技铁幕和技术霸凌,只能暂时阻碍科技进步和技术共享,却不能从根本上形成真正的技术垄断。相反,刻意的制裁与压制,反而会激发竞争对手更强的创新动能,研发出更高更好的替代产品。

就此而言,美国对华为以及对中国科技企业的制裁与限制,本身就是缺乏全球视野和大局观的自私自利和不自信。

对于华为新机,美国网友的表现要比政府和媒体更为理性睿智。他们认为,既然韩国三星和台积电能够生产5G芯片,中国企业为何不能?而且,当美国把三星和台积电都拉到美国的科技铁幕中,变成美国对华的科技霸凌工具,也给这些企业戴上了产业停滞的紧箍咒,一旦华为或其他中国企业突破美国的科技围堵,这些企业的市场前景也会暗淡不明。

最简单的是,无论三星、台积电抑或美国半导体企业,将成为美国政治的牺牲品,不单失去中国这个庞大的电子消费市场,还将面临市场过剩的结构性难题。

人类科技史上几次科技革命表明,通过科技铁幕或科技霸凌方式阻碍科技发展,是落后自私的行为。独霸科技霸权,不过是一厢情愿的迷思。

国际关系学者
This post appeared on the front page as a direct link to the original article with the above link .

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