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Social Animals See the World_Technology Battle #2 US-China Technology Strategy Analysis: RMB Digitization Cannot Be Ignored Since the Second World War, the United States has fought with Germany, the Soviet Union before its disintegration, and Japan, and has fought against atomic bombs, artificial satellites, and semiconductors. It is very experienced in technological warfare. In this fight with China, the key weapon is still semiconductors, and with this as the core, we will combine with international alliance partners to contain China from the supply chain, 5G, digital infrastructure, energy and other fields, keep the technological advantages in the United States, and maintain leadership status. A new strategy for China: "Small courtyard and high fence" We are currently seeing the strategy adopted by the United States against China's science and technology war. It is the "small courtyard and high fence" mentioned by the U.S. ruling and opposition parties and think tanks. The strategic goal of building a wall, accumulating grain widely, and becoming king slowly. Why is it called "small courtyard and high fence"? Because Americans usually have a yard in front of their house, now we need to raise the fence of this yard so that wild dogs and people outside can’t get in, that is to say, the United States must raise obstacles in key technologies so that China cannot invade the core areas of the United States. . But what are the core areas of American tech? The following will be divided into several parts. The first part is that the United States must stay ahead and must not lose. It usually refers to areas with huge military and economic advantages. For example, the atomic bomb that may change the outcome of the war during World War II may now be semiconductors or artificial intelligence; second. It is a disruptive technology. It may not seem that important at the moment, but it may change the rules of the game in the future, just like some space technologies and satellite rockets during the Cold War with the Soviet Union. what about now? It could be a quantum computer, or the digital currency that U.S. Treasury Secretary Yellen mentioned in a congressional hearing. In the second part, the United States does not necessarily have to be the first in everything, but can also be "one of the first" by cooperating with others in research and development, such as jointly developing 6G communication standards with its ally Japan; or recently cooperating with South Korea on some biotechnology cooperation , you can do "one of them" in these fields. The third is the part where the United States can retain its strength. In the game theory, there is a "smart pig game". Smart pigs are smart pigs. Smart pigs will not be faster than big pigs, because some technologies developed by small countries first, big countries will soon If you can keep up, then use your market advantage to overwhelm you. Running first may not necessarily win first. Therefore, it is a better strategy for smart piglets, small companies or small countries to follow behind big countries and follow their innovations. Even the United States cannot be a big pig in all fields. It also needs to choose to retain its strength in some fields. After breakthroughs in technology or applications, it can quickly follow other countries.
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