He places a lot of emphasis on specialization in highly technical production processes. What Taiwan has is basically process technology. And the Taiwan Simon conductor TSMC has the world's best engineers for figuring out how to actually etch onto circuits in silicon wafers chips that don't fail when they go through the machine.
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In the world of geopolitics, there are those that decide, and those that recommend. While it is debatable who wields more actual power, it is clear that the number of advisers, consultants, analysts, strategists and self-appointed experts clearly outweighs that of the policy makers. Peter Zeihan, a unique blend of the recommender class, has made a mark recently in business circles for his sweeping forecasts concerning broad reaching topics such as energy, supply chains, military strategy, and the devolution of the globalist world order. Tonight, after we catch up on some Halloween discourse, we speculate as to the motivations of Mr. Zeihan, as well as the implications of what he and his backers seem to see as the transformation of American leadership as the trade and security arrangements of the post-war era break down.
