Between morphng US regulations and RISC-V
(Nice subtitle, BTW.)
I grumble often about the rather hamfisted approach to China that's being taken by our (US) bureaucrats because they're fighting a war they just cannot win but they're going to do a whole lot of collateral damage trying. The goal is to cut off 'advanced' processors from China, or to put it simply (as one of our politicians did recently) they want to keep China "five generations behind" the US. There's so much wrong with this mindset that its difficult to know where to begin but they've got to get through their thick skulls that they're not dealing with North Korea here, they're not only crippling a major market for US products but also risking wholesale replacement of those products by less encumbered ones. (I can hear the argument "But they obviously will never be able to produce anything that's as good as we can" which completely overlooks who makes what.)
Illustrating just how screwed up we are I read just today about the US "accusing" Huawei of "evading" US sanctions by using local semiconductor manufacturing plants. Since Huawei has re-emerged as a leader in cellphone production its not surprising that they're sourcing parts from somewhere and -- unfortunately for the crew at Treasury's Department of Foreign Asset Control -- the only thing they're likely to tell the Americans is a very polite "FU".
The eventual effect of all this is likely to see irreparable damage done to companies like ARM and Qualcomm. It won't happen overnight but the die is cast....its just a matter of time.