Core Viewpoint - The "50% penetration principle," which was intended to restrict Chinese technology supply chains, has been fully suspended after only a few months of implementation, highlighting the challenges and unintended consequences of such unilateral measures by the U.S. [1][3] Group 1: Impact on U.S. Companies - The principle aimed to include all subsidiaries of Chinese companies that are over 50% controlled in the restrictions, but it resulted in significant compliance costs for U.S. companies, diverting funds from innovation to legal and consulting fees for ownership structure verification [3] - U.S. companies face uncertainty in their market strategies, as they are caught between the need to engage with the Chinese market and the fear of sudden policy changes that could lead to inventory issues [5] - The ongoing internal conflicts and compliance burdens are eroding the foundational competitiveness of U.S. technology firms [5] Group 2: Global Supply Chain Dynamics - The stability and reliability of the Chinese supply chain have become a global consensus, as evidenced by Huawei's launch of the Harmony OS and its retention of 34% of the global telecom equipment market share [5] - Chinese companies have become desensitized to U.S. technology, demonstrating a commitment to supply chain autonomy regardless of U.S. policy fluctuations [5] - The suspension of the "50% penetration principle" is seen as a failure of U.S. unilateralism, which has disrupted global supply chains and ultimately harmed U.S. development [7]
锁华不成反锁己!美国科技管制规则停摆,科技封锁终成笑柄
Sou Hu Cai Jing·2025-12-29 10:22