Locator: 48702EVS.
Update
May 28, 2025: the Trump administration will take a sledgehammer to visas for Chinese students.
Original Post
We'll talk about this later, but daily headlines suggest the EV house of cards is falling faster than anyone expected. I keep coming back to the "cash-burn" chart posted some weeks ago.
I'm more interested in this right now:
May 28, 2025: the Trump administration orders US companies that offer software used to design semiconductors to stop selling their services to Chinese groups.
Couple this with Trump's attack on Harvard and international student visas.
Are the dots starting to connect?
Is Trump getting a two-fer with regard to China:
- immediate: stop semiconductor technology being transferred from the US to China; and,
- longer term: slow / stop Chinese students from enrolling in US universities?
