The Looming Taiwan Chip Disaster That Silicon Valley Has Long Ignored - The New York Times

kept by eddie feb 27

A Taiwan invasion by China would halt chip exports, crippling the U.S. tech industry and economy, a risk Silicon Valley has long overlooked.

Silicon Frontier
Control over semiconductor supply chains, from ASML's lithography to TSMC's manufacturing and NVIDIA's CUDA ecosystem, determines which entities dominate the AI era.
also on #supply-chain, #geopolitics
Inside China’s Six-Decade Campaign to Dominate Rare Earths - The New York Times
China's six-decade state-led investment in rare earth production, from Deng Xiaoping to Xi Jinping, secured its global dominance in a strategic but polluting industry.
also on #supply-chain, #geopolitics
War by Other Means - by Palladium Editors
As robotic warfare shifts military power from citizens to private firms, states become dependent on corporate partners, eroding the traditional social contract that ties sovereignty to popular consent.
also on #geopolitics
2028: Two scenarios for global AI leadership
Anthropic argues that US export controls on AI chips must be tightened to ensure democracies maintain a decisive lead over China's authoritarian regime by 2028.
also on #geopolitics