China banned sale of these minerals to the U.S. It matters to all of us

China banned sale of these minerals to the U.S. It matters to all of us

The ban will challenge many semiconductor manufacturers in the coming months. After two years of flat consumer demand, exacerbated by the global semiconductor shortage, many companies are predicted to struggle to stay afloat. Access to critical raw materials like gallium, germanium, and antimony is becoming increasingly important due to the heightened demand for electronics due to AI.

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This China Sanction Will Ground USAF’s F-35

When the trade war just started, Trump equated de-Sinicization with de-risking. However, the China’s latest sanction against US military companies will prove that after de-Sinicization, the only thing left for the US Air Force will be risk.

Moving forward, we may observe further changes in the reliability of F-35s delivered after October 2020. However, as long as the Pentagon doesn’t replace the ejection seats with American-made ones, at least U.S. pilots should still be able to survive.

This China Sanction Will Ground USAF’s F-35

Previously:

America’s war machine needs Chinese magnets. So we’re going to make our own, and nobody knows how

The 4 Key Strengths of China’s Economy — and What They Mean for Multinational Companies

China’s hybrid “state capitalist” system, driven by centralized planning and fierce competition, has led to dominance in critical technological fields and emerging markets. Western multinational corporations are advised to adopt a pragmatic approach to capitalize on four key strengths of China’s economy: its innovation ecosystem, its investment in the Global South, its ultra-competitive markets, and its vast consumer base. Those who fail to engage risk losing global revenue and strategic opportunities.

The 4 Key Strengths of China’s Economy — and What They Mean for Multinational Companies