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Non-Tech : Kirk's Market Thoughts -- Ignore unavailable to you. Want to Upgrade?

To: w0z who wrote (14655)	10/15/2022 4:39:07 PM
From: Kirk ©	Read Replies (1) \| Respond to of 26520

Wow! That sure explains the price collapse of stocks selling products and services LEGALLY to China. FWIW, I was not aware the president had the power to take away citizenship granted by the Constitution. "To put it simply, Biden has forced all Americans working in China to pick between quitting their jobs and losing American citizenship."

To: w0z who wrote (14655)

10/17/2022 1:32:02 PM

From: w0z

1 Recommendation

Recommended By
sixty2nds

Read Replies (1) | Respond to of 26520

The Bad News Continues for China's Superconductor Industry
by Peter Zeihan on October 17, 2022

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.

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