Following up to Message 34367136 <<decapitated … annihilation>>
Spoiler: neo-people f*cked up in mathematics
got words from China, People's Republic (PRC), and Republic (ROC), the the chip war is so far just and only positioning, and not positioning for stalemate, but for resolution should the 'go go go' become 'go-now'
china PRC gets all the chips needed from China ROC, except in the cases of a few but growing entities-listees, even as non-associated intermediaries step in to help smooth the flow of the more useful chips
China chip-using supercomputing news flow gone quiet even more active than ever, using whatever and every kinds of chips, but just gone quiet
alt-supply-chains in place as backstop to actual breakout of chip war
it would seem neo-people who typically do not and cannot understand technology, has been running the chip war as they ran the Ukraine war, for not-stalemate-except-by-spin
exciting
1. USA has position to stop shipment of USA-IP-content (higher-end) chips shipment to PRC, sort of, that would cause precision strikes against specific companies, and by implication, specific sectors - China players reluctant to base certain products on USA-IP chips at the design phase, and developing own whilst phasing out USA-IP-content
2. PRC has position to stop shipment of China-made (lower-end) chips to USA, sort of, that should cause massive and wide-spread damage against the Nasdaq / NYSE / true-GDP and all chip-using companies, and by explication, the economy - potential Ford F150 pickup trucks all-assembled except a few really cheap but suddenly valuable chips
3. PRC supported by strategic moves in the periodic-table-elemental war as opposed to the simple-minded chip war, in position to cause a lot of consequences to happen and happen without backstop(s) on the receiving ends - proof of concept be Germanium and Gallium
4. Next up, China PRC doubling down on investments in the lower-end chip biz to dominate the 'country-side' to lay siege to the 'urban centers', making it prohibitively dangerous for non-PRC competitors to step into the country-side low-end chips and forcing strategic withdraws
5. The threat of breakout of actual chip war, part Hot, makes would-be investors except Chinas PRC and ROC hesitate to expand production of all chips because of potential revenue shortfall of 25-30%. ROC players ... scratch that ... TSMC is certain that chip war shall go cold, even as machinery moat going high, and that is good-good for TSMC
6. Chip Machinery War shall be resolved by innovation, whilst Chip War cannot likely happen. Fine line, but there is a line. On this front there is time, because the higher end chips whilst more lucrative, is numerically less, and does not support the chip industry, even as the lower-end chips snarfed up by PRC investment in already ok machinery
Open source diagram below for show & tell is mostly valid, and if Team USA wishes to scrounge for useful chips from captured refrigerators and blow apart washing machines, along side the scavenging Russians, for use in everything useful Ford F150 trucks, nice-to-have Mustang Coupes, and use-less F35s, trigger hot chip war from current positioning should work - same goes for servers, etc etc etc, per Nike, 'Just Do It' and FAFO (fuck around and find out) Ukraine protocol.
Recommendations: Gold and Silver. There is still quite a bit of time, as positioning takes time.
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