3 ms·

I think geopolitics is about US wanting to have control over chip production (being able to start or stop it, being able to ban certain countries and companies

I think geopolitics is about US wanting to have control over chip production (being able to start or stop it, being able to ban certain countries and companies from getting access to the latest technology). I doubt conflict between China and Taiwan means anything here. China is not going to attack Taiwan which has US support.

dragontamer 5y ago
> China is not going to attack Taiwan which has US support. China will have a Navy that (by tonnage) rivals the US's Navy in a few short years. US still will have more capital ships but there's big, unanswered questions about what the proper tactics will be in the next great naval battles. Would we rather have the US's "Supercarrier" strategy? Big ships with lots of money put into each one? Or would China's "little ships" strategy be superior? Really: one question. Will China's hypersonic missiles truly be a capital-ship killer? If their weapon can truly kill a US Supercarrier, (or more specifically: if China __believes__ it can kill the US Supercarriers) then China will probably attack Taiwan. China is building a navy for _some_ reason. Taiwan seems like the obvious target. ------ China's increasingly large Navy is a big enough deal that the USA has given away its nuclear submarine secrets to Australia to counter-act the threat. That doesn't really change the picture too much (US always had nuclear-submarines available), but its clearly a degree of saber-rattling going on right now between US and China.