China is in the news headlines a lot these days, and for good reason.
It’s struggling to deal with a number of growing pressures — like the sudden collapse of Evergrande, which many are calling a ‘Lehman moment’ for the nation’s overleveraged financial system.
But there’s one unfolding factor that’s dangerously under-appreciated, so important to China’s future that it could lead to war.
China’s manufacturing economy AND its military are entirely dependent on foreign-sourced semiconductors.
And the supply chain shortages created by COVID have made this vulnerability considerably more acute.
Could this compel China to forcibly annex its semiconductor powerhouse neighbor Taiwan?
We’re very fortunate to have secured tech & finance professor George Calhoun to break down this fascinating yet scary situation for us in this brand-new video interview
