After not coming to Beijing to watch the military parade, Trump came up with a new trick. This time, he directly stuck the lifeblood of Samsung, SK Hynix, and Intel's factories in China. In addition, Trump also threatened to prevent China and Russia from continuing to do business, especially energy cooperation. This move by the United States is obviously a series of suppression, targeting both China and Russia.

Let's start with Samsung and SK Hynix. On August 29, the US Department of Commerce announced that it had revoked the exemption for the use of American equipment by the two Korean chip giants and Intel in Chinese factories. This means that if these factories want to continue to operate normally in China in the future, they will have to apply for American licenses one by one, and the approval time can be as little as three months and as much as nine months.

Everyone in the chip industry knows that equipment updates and maintenance are very frequent. Once the approval cannot keep up, the production line will have to be shut down. Faced with this uncertainty, it is self-evident how much pressure companies can be. In other words, the US's move is to prevent these companies from operating in China.

China's Ministry of Commerce responded immediately on the 30th with a very clear attitude. The spokesperson said that the semiconductor industry is highly global. After decades of development, it has formed a pattern of "you have me and you have me." The United States did this out of its own selfish interests and used export controls as a political tool. The result will only cause serious damage to the global semiconductor industry chain and supply chain. China clearly opposes it and said it will take necessary measures to resolutely safeguard the legitimate rights and interests of enterprises.

In fact, this is not the first time. Since the Biden administration, the United States has continuously tightened restrictions on China's semiconductor field, and established the so-called "chip four-way alliance" to mobilize Japan, South Korea and the Netherlands to restrict the export of key equipment to China. This time, Trump directly revoked the exemption. To put it bluntly, it is to completely block China's breakthrough in the chip field.

However, he did not calculate that doing so would not only hurt China, but also hurt South Korean companies, and may even backfire on the United States itself. Because the Chinese market is too large, any semiconductor company cannot give up easily. As for Trump's move at this time, there are no more than three reasons:

First, American politicians have thoroughly politicized Sino-US economic and trade relations. According to normal logic, the relationship between the two economic powers should be complementary and cooperative, but in the eyes of Washington, it has all become competition and game. Especially when it comes to high technology, the United States has decided that it must suppress China and prevent China from having independent development space. So when it comes to chips, they do not hesitate to crack down.

Second, this is a naked form of economic bullying. The United States used to rely on military hegemony, but now it relies more on economic bullying. With China, he will restrict chip technology; he will also show no mercy to other countries, such as South Korea, Japan, and even allies.

Third, this is a classic bargaining chip. As we all know, China and the United States are in a sensitive stage of trade negotiations. Trump is talking about de-escalation while abruptly revoking the exemption. In the end, he wants to gain more leverage at the negotiating table. This is their routine to force China to make concessions.

In addition to not allowing these companies to operate in China, Trump also prohibits China and Russia from doing business, especially in the most important energy sector. He has made it clear many times that if China continues to buy Russian oil, it will be sanctioned. Analysis shows that the core of this logic still has three purposes:

The first is to cut off Russia's financial path, leaving the Russian army with no money to fight wars; the second is to provoke Sino-Russian relations, so that China has to make choices in energy cooperation; the third is to create an atmosphere of confrontation between major powers and make excuses for the United States to increase its military spending.

In addition, the US Senate Appropriations Committee voted 26-3 to approve next year's $852 billion military budget, which also earmarks $1 billion to assist Ukraine in "countering Russia." This is not an ordinary military appropriation, but a clear name to target Russia, which is obviously to add another heavy weight to the containment level.

So how will China and Russia respond? The answer has been given. As soon as the United States announced its move, China and Russia held a large-scale "Joint Maritime-2025" military exercise in the Sea of Japan. They may also sail directly to the doorstep of the United States for a cruise. This is the naked signal: if you want to suppress it, we will use joint military exercises to fight back. At the same time, China-Russia energy cooperation remains as usual, and Indian tankers continue to transport oil from Russia. No matter how fiercely the United States shouts, the actual effect is limited.

Including this time, Putin stayed in China for four days, and also formed a huge delegation, covering almost half of the top Russian officials. The intention of this move was clear: the cooperation between China and Russia is profound and the future is bright, and there is no room for the third party to provoke each other for a long time.

In the long run, this hegemonic operation of the United States will only make more countries aware of the risks, so as to accelerate the de-dollarization and dependence on the US supply chain. The chip industry may therefore push China to accelerate its own research and development, and energy cooperation will also bring China and Russia closer. The United States wants to control the situation, but in the end it may find that the situation is completely out of control.

In short, Trump neither came to Beijing to watch the military parade this time, nor did he issue a ban. Obviously, he wanted to increase his bargaining and diplomatic leverage through maximum pressure. But China has long made it clear that it will not eat this set. On the chip, China will not be strangled, and countermeasures are already on the way. In energy, Sino-Russian cooperation will not be interrupted. If the United States really wants to continue to face off head-on, it will not only hurt others, but also itself.