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Jacob Shapiro on Russia, Ukraine, and China
Forward Guidance
What Has Happened Between China and Taiwan?
I don't see that anything of world-historical import happened. I think China learned from the last Taiwan straight crisis was in the mid-90s. If anything, it only encouraged sort of independence and anti-China-minded people in Taiwan itself. The bigger thing that's happened is this shift in semiconductors. Every country now wants its own domestic semiconductor supply chain.
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