

China, Navy, Nukes, Tech, and Politics || Peter Zeihan
Oct 8, 2024
Dive into the intriguing challenges facing China's military and tech sectors. The discussion kicks off with a dramatic incident involving a sunk nuclear submarine. Explore the geopolitical currents swirling around missile exchanges and U.S. port strikes. Delve into China's nuclear ambitions and the tight grip of semiconductor dependencies that stifle its self-sufficiency. The analysis brings current international events into sharp focus, revealing the broader implications for global stability.
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Chinese Submarine Incident
- China's new nuclear attack submarine sank at dock near Wuhan in spring 2024.
- This incident highlights potential engineering and propaganda issues within the Chinese military.
China's Nuclear Deterrence
- China's nuclear deterrence relies solely on land-based ICBMs, lacking the submarine and bomber capabilities of the US triad.
- This makes their nuclear strategy less robust and resilient compared to the diversified US approach.
China's Semiconductor Challenges
- China's semiconductor ambitions face technological hurdles, particularly in advanced chip manufacturing.
- They rely on foreign expertise and equipment, especially for EUV lithography, a technology dominated by ASML.