The semiconductor stack and the politics of the next chokepoint
"The chokepoint forming is mask-making and rare-earth refining. The map matters."
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Strategic Guru
Former Deputy Minister of the Mainland Affairs Council, Republic of China. Cross-Strait security and defense scholar with three decades on the file.
"The chokepoint forming is mask-making and rare-earth refining. The map matters."
Read the full article →"Ten lessons. After Afghanistan, American expeditionary doctrine has changed. Taipei's procurement debate has not caught up. It needs to."
Read the full article →"A short framework for principals who want to know when to stop reading the headlines and start moving capital."
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