What's even more important is how solar, and to a lesser extent other tech, served as a gateway for China to accumulate electrical engineering, physics, and chemistry talent the US seems committed to offshoring by incentivizing universities to hire the cheapest available grad student talent (inevitably from China). We are training them and not our own.
>incentivizing universities to hire the cheapest available grad student talent (inevitably from China)
That isn't how that works. Domestic students are just as cheap.
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I don't think the engineering talent was the bottleneck. The difference was the long-term planning and industrial policy of China.
I think you're giving the US Universities far too much credence, and the US myopic political situation far too little scrutiny.