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81 - The Geopolitics of Microchips and Semiconductors

The Red Line

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Geopolitics and Impact of Semiconductor Restrictions on China

This chapter explores the potential impact of restrictions on microchip technology and semiconductor production on China, including the substitution of older technology, breakdown of chip factories, and China's efforts to develop a domestic chip industry. It also discusses concerns about China using third-party countries to bypass sanctions and the challenges of detecting or preventing the trade of these chips.

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