The narrative surrounding these messages continues to shift. The author notes that the U.S. government is attempting to pressure China to restructure its supply chains and reshore manufacturing through these policies, but simultaneously faces the difficult challenge of balancing the needs of technology companies with the complexity of global supply chains. While targeted tariffs on specific products may be implemented in the short term, the author suggests this will ultimately accelerate China’s domestic semiconductor production and encourage companies to relocate to avoid tariffs. The author emphasizes the importance of China’s independence and self-sufficiency in the semiconductor and AI sectors, and the necessity of a nationwide effort to overcome critical bottlenecks in the face of trade wars.