Brilliant piece of insight writing by Atlas. Touching upon the complexities of the geopolitical realities. A must read. Looking forward to more and deeper reviews of a world in transition.
I’ve been watching this evolution too. It appears that China and the US have come to an understanding. Eventually, China will take Taiwan. China has provided fair warning of something that the US could not prevent, and by doing so, has allowed the Americans to make the appropriate investment adjustments. If we didn’t have access to the latest chip technology, we would be forced to defend Taiwan, which would be a disaster.
I suspect that this ‘deal’ will keep the two superpowers from engaging militarily. As soon as TSMC technology and fabrication is established in the US, China will have the green light to do what they will do.
Thank you Robert for your comment. I increasingly think semiconductors are the real timeline to watch as well. Once enough strategic capacity exists outside Taiwan, the geopolitical calculus changes dramatically.
Brilliant piece of insight writing by Atlas. Touching upon the complexities of the geopolitical realities. A must read. Looking forward to more and deeper reviews of a world in transition.
Thank you, I’m glad you enjoyed it!
I’ve been watching this evolution too. It appears that China and the US have come to an understanding. Eventually, China will take Taiwan. China has provided fair warning of something that the US could not prevent, and by doing so, has allowed the Americans to make the appropriate investment adjustments. If we didn’t have access to the latest chip technology, we would be forced to defend Taiwan, which would be a disaster.
I suspect that this ‘deal’ will keep the two superpowers from engaging militarily. As soon as TSMC technology and fabrication is established in the US, China will have the green light to do what they will do.
Thank you Robert for your comment. I increasingly think semiconductors are the real timeline to watch as well. Once enough strategic capacity exists outside Taiwan, the geopolitical calculus changes dramatically.
Your best yet, this must be your field, 👏🏻 bravo
Really appreciate that, thank you. It’s definitely a topic I spend a lot of time thinking and writing about, so I’m glad that came through!
“world where interdependence becomes less stabilizing and more weaponized.”
That and hardening into blocs is the run up to WW1.
CHIPS - Thank you Joe.
(Grudgingly)
Best analysis I have read about this subject since many, many years! 🙏