3 ms·
Yes, and by 2030 [0] between China and the US/NATO-aligned To compete in the first half of the 21st century, China must solve two issues: 1) Oil 2) Semiconduct
by Balgair 4y ago
Yes, and by 2030 [0] between China and the US/NATO-aligned
To compete in the first half of the 21st century, China must solve two issues: 1) Oil 2) Semiconductors.
1) China's domestic supply is woeful and they already import nearly half their oil. They are then constrained by the Straits of Malacca and all the myriad other channels into the South China Sea. NATO-aligned countries border much of that area and have very good strategic situations already. NATO-aligned countries and the US can effectively close off these routes at a moment's notice. Their only other option is pipelines through Xiangang and the Uyghurs to the oilfields of the Caspian. Both areas are under heavy development by China currently.
2) 1.5nm chips are another form of constrained resources, especially in the 21st century. Nearly every one is made in Taiwan. And nearly every chip fab is intentionally near the best landing sites during a potential invasion[1]. If Taiwan and NATO-aligned countries want to shut off or decrease the supply of the latest generation of chips to China, they can do so at a moment's notice. Imagine the chip issues we currently have with Ford and GM, but over the entire economy of China. It would hurt China quite a lot and the foreign source of chips is an outstanding issue for China's security, as Javelins have proved in Ukraine.
China must solve these issues by 2030 at the latest. If they do not, then they allow for the NATO sphere to completely run away in capturing these two critical resources of the 21st century. Very recently, the US was allowed to produce to last generation 3nm chip fabs in Texas, a giant issue for China. The window for China to compete with the NATO-sphere is quickly closing [2]. If China does not act fast to secure the 1.5nm chip fabs in Taiwan and solve it's oil fragility, it will forever be at the mercy of the NATO-sphere.
[0] Dear God, I hope I'm wrong
[1] And, no, you can't just spin up a fab in a few years. They are extraordinarily tricky things to create and there are literal decades of closely kept trade/national-security secrets that the Taiwanese have.
[2] I would say it has already closed, as Ukraine has demonstrated with Russia