10. absolutely curbstomping them without looking like it has overreacted at any point. China now has the excuse to go on absolute offensive across the west. No more time and space for them to remain conservative and reserved anymore. End 🧵

9. I am now convinced that the primary reason why Chinese responses to western attacks are so mild and proportional in the past is because China is basically counting on the west to knee-jerk escalate right back so China can then get to its original desired end point of...

8. European auto industry, that should give you a clue to the implication of trying to live without China. Life without american software vs Life without Chinese industrial imports and RE - Let's see who's can last longer. 🤭 it is actually starting to make sense for me and...

7. Energy, The west has their niches in the global supply chain, but only China has the entire supply chain. and China is the supply hub to which the west attaches. China's export ban on just a single nexperia packaging plant for mature nodes is enough to shut down the entire...

6. Ever cross their mind? China can survive without US softwares, but without China's imports the entire american modern way of life will collapse. And I am not exaggerating Chinese supply chain dominance is real physical things, it require real industries, real production, real.

5. pharmaceutical precursors and chemical intermediate inputs vital for American pharmacies and hospitals. Not to mention finished consumer electronics like Iphones, laptops, and televisions. What's gonna happen if China responded by mirroring American sanctions 🤷‍♀️ did that...

4. principle can be applied to everything that touches China's supply chain, and EVERYTHING touches China's supply chain. Chinese electrical components, circuit boards, hydraulics, electrical transformers, switches, can be found on every American factory machines, so are...

3. there are no replacement nor quick/cheap substitute. They better think twice if they want to play this game with China. China has for the first time activated control over foreign sales containing Chinese components. Right now this component is rare earth (RE) , but the...

2. WeChat for WhatsApp, Bilibili for YouTube, DiDi for Uber, etc. BTW, almost every US software is available as a cracked or pirated version as we speak. Even kernel-based anti-cheat systems can be bypassed. The same can't be said about Chinese processed rare earths...

I would love to see them try this 🤭 A rude awakening is coming when they find out China has every domestic alternative of American software/app, we have HarmonyOS to replace windows, we have WPS to replace MS office, Baidu/GPS, ...🧵 https://t.co/LszyJCnBon

4. Americans. They have no leverage just like the japanese back in 1985 and are feeling the same feeling of helplessness as the Japanese back then, haha 🤭 this must be new sensation that Americans are not used to feeling, well they better get used to it. End 🧵.

3. When they forced Plaza accord down Japan's throat. Back then the Japanese had to take it when Ron Vara threw paper planes at them to mock their helplessness? Now they are in the same helpless situation 🤭 Now is the Chinese who is going to force a new Plaza accord on the...

2. Simply can't handle Li Chenggang. They say he appeared uninvited to an economic negotiation with the US where he has a major role representing China. Do they think they can pick our vice commerce minister? LOL Looks like the US now is exactly in the same position as Japan...

This official Li Chenggang is deputy minister of commerce with rank of full minister 商务部国际贸易谈判代表（正部长级）兼副部长 So Li Chenggang is on equal ranking of Scott Bessent, Scott should be reminded of his own position. It looks like Bessent... https://t.co/77hSSrm6EB

8. Whole is a lost cause. There is no hope of them acting in their own self interest. The only thing China can do is plan how to take them out most efficiently. End 🧵

7. banning neon gas, the only other major producer is Russia. Good luck getting it from them 🤭 its interesting that the Dutch chose to die on Nexperia Hill, since half of their production are located in China, this simply proves beyond any reasonable doubt that the EU as...

6. magnetic wafer stages, the only way to get vacuum compatible precision wafer movement. Screws aren't precise enough and generate particles, air stage isn't vacuum compatible. Laser for plasma excitation uses rare earth, no way around it. We can also cripple your DUVs by...

5. Just because we didn't retaliate immediately doesn't mean that punishments won't come. If CPC plays super hardball both ASML and NXP are done. We can export control rare earth magnets to both companies. FYI rare earth magnets are vital in chips production they are used for...

4. I see no benefit in feeding your horse any more since you deliberately went out of your way to steal from me because of a third party (the US) by the way I'm thinking of killing your prized pig (NXP) too. The Dutch needs to remember CPC knows when and where to hit back hard...

3. Metaphor; You steal my horse? I rather kill it and leave you a stinking corpse to deal with it than give you the benefit of using it. Especially since I paid to save it in the first place. Now, I should kill your prized horse (ASML) by starving it of rare earths it needs..