TTHE US and China are fighting a battle for global tech supremacy on multiple fronts, from competing social media platforms to Internet backbone technologies such as 5G. Against this backdrop, America's traditional dominance in the semiconductor industry looks to be at risk, as trade war tariffs and the US ban on Huawei have supercharged China's own tech ambitions.
Sharper focus
At the heart of the US-China trade war is a tech war. At least, this is the view from Silicon Valley, based on a series of recent meetings we have had with executives at major US tech firms. But to the extent that the US tariffs were aimed at slowing the pace of China's tech innovation, they have also led to China sharpening...