High end semis: Taiwan, Korea, Japan, US. All are designed in US, Japan, etc.Mid-range (aerospace, a

Oct 17, 2022
Upload Media

High end semis: Taiwan, Korea, Japan, US. All are designed in US, Japan, etc.

Mid-range (aerospace, automotive, thermostat control): Malaysia, Thailand.

New restrictions mean China can't import these without a special dispensation. China can't anymore buy the tools to make the high-grade (so they never reach that level). Method: requiring export licenses to send semis to China. Biden is using the Foreign Direct Product Rule (first used under Trump versus Huawei. ... Chinese plans for technological self-sufficiency.

Lower-range (watch, IOT, calculator): Chinese made.

China might be melon-scooped out of the semi business, said Zeihan.

Zeihan said "We're not at the end of Chinese technological rise." Counter-argument, please.

#China

UK has a new National Security and Investment Act, which it used against a company that sold to a Chinese company (which started selling all it's products to it's new owner), causing the UK to fear a tech transfer from UK to China. (Newport Wafer Fab sold to Wingtech.(
Update Post

<div>High end semis: Taiwan, Korea, Japan, US. All are designed in US, Japan, etc.</div><div><br></div><div>Mid-range (aerospace, automotive, thermostat control): Malaysia, Thailand.</div><div><br></div><div>New restrictions mean China can't import these without a special dispensation. China can't anymore buy the tools to make the high-grade (so they never reach that level). Method: requiring export licenses to send semis to China. Biden is using the Foreign Direct Product Rule (first used under Trump versus Huawei. ... Chinese plans for technological self-sufficiency.<br></div><div><br></div><div>Lower-range (watch, IOT, calculator): Chinese made. <br></div><div><br></div><div>China might be melon-scooped out of the semi business, said Zeihan.</div><div><br></div><div>Zeihan said "We're not at the end of Chinese technological rise." Counter-argument, please.<br></div><div><br></div><div><a href="http://landandseajournal.com/post/hashtag/China"><a href="http://landandseajournal.com/post/hashtag/China">#China</a></a> <br></div><div> <br></div><div>UK has a new National Security and Investment Act, which it used against a company that sold to a Chinese company (which started selling all it's products to it's new owner), causing the UK to fear a tech transfer from UK to China. (Newport Wafer Fab sold to Wingtech.(<br></div>
High end semis: Taiwan, Korea, Japan, US. All are designed in US, Japan, etc.

Mid-range (aerospace, automotive, thermostat control): Malaysia, Thailand.

New restrictions mean China can't import these without a special dispensation. China can't anymore buy the tools to make the high-grade (so they never reach that level). Method: requiring export licenses to send semis to China. Biden is using the Foreign Direct Product Rule (first used under Trump versus Huawei. ... Chinese plans for technological self-sufficiency.

Lower-range (watch, IOT, calculator): Chinese made.

China might be melon-scooped out of the semi business, said Zeihan.

Zeihan said "We're not at the end of Chinese technological rise." Counter-argument, please.

#China

UK has a new National Security and Investment Act, which it used against a company that sold to a Chinese company (which started selling all it's products to it's new owner), causing the UK to fear a tech transfer from UK to China. (Newport Wafer Fab sold to Wingtech.(

Show More

Show Less

Comments