Supermicro stock fell 50 percent after a bombshell Bloomberg report on How China Used a Tiny Chip...
Though the story is apparently still developing, a few conclusions may already be drawned :
1/ We (re)discover that China makes 90% of the world's PC
2/ As they learn fast and well, they gain not only understanding on how what they manufacture works, but also how to make it work differently by designing their own components (including processors in order to lower their dependency to Intel and US Tech)
3/ This revalidates that hardware design is a core industrial sovereignty constituent
4/ Europe has retreated very early from the field so we have absolutely no clue about what the technology we import actually does (beyond what it is supposed to do)
The only way out is to open source hardware and firmware excactly as it happened to Operating Systems. The proof that such option is viable came from Europe ; we need a Linus for hardware !