The Biden administration’s moves against China’s semiconductor industry are continuing to have serious consequences, including the largely universal resignation of American citizens working in the Chinese chip industry. China will rapidly find itself unable to fill in several critical gaps in terms of skilled workers, design work, technological inputs, etc. What are Beijing’s options? 

With Europe and Japan largely on board with US action–not many. South Korea and Taiwan could address some needs, but far from all. China’s future will likely be one where it sources inputs on the grey market–buying components or pulling chips from third-party devices and attempting to insert them in products and industries they were not designed for. It’s going to be a time-consuming, ugly, imperfect process, with serious implications for high level computing, China’s emerging defense platforms, telecommunications, and more.

Here at Zeihan On Geopolitics we select a single charity to sponsor. We have two criteria:
First, we look across the world and use our skill sets to identify where the needs are most acute. Second, we look for an institution with preexisting networks for both materials gathering and aid distribution. That way we know every cent of our donation is not simply going directly to where help is needed most, but our donations serve as a force multiplier for a system already in existence. Then we give what we can.
Today, our chosen charity is a group called Medshare, which provides emergency medical services to communities in need, with a very heavy emphasis on locations facing acute crises. Medshare operates right in the thick of it. Until future notice, every cent we earn from every book we sell in every format through every retailer is going to Medshare’s Ukraine fund.
And then there’s you.
Our newsletters and videologues are not only free, they will always be free. We also will never share your contact information with anyone. All we ask is that if you find one of our releases in any way useful, that you make a donation to Medshare. Over one third of Ukraine’s pre-war population has either been forced from their homes, kidnapped and shipped to Russia, or is trying to survive in occupied lands. This is our way to help who we can. Please, join us.



Recommended Posts