Скачать или смотреть ASML Has 8 Weeks Left: Inside China's Stranglehold on Semiconductor Materials

China's Rare Earth Power Move: The Semiconductor Supply Chain Crisis Explained by cl's Workspace

OUTLINE:

00:00:00 How Beijing Just Weaponized the Semiconductor Supply Chain
00:01:08 A Seemingly Minor Policy with Major Consequences
00:01:42 A Costly Miscalculation
00:03:35 China's Swift Retaliation and the European Automotive Crisis
00:05:13 The Depth of Europe's Semiconductor Dependency
00:06:38 The World's Most Critical Tech Company
00:07:29 The Chokepoint
00:10:04 ASML's Vulnerability
00:11:04 Cascading Risks Across the Global Tech Ecosystem
00:12:48 US and Dutch Moves, Chinese Countermoves
00:14:10 China's Structural Leverage in the Supply Chain
00:14:57 New Export Controls
00:16:31 Why Western Diversification Will Take Decades
00:18:24 The Reality of Rebuilding Rare Earth Supply Chains
00:19:26 Who Really Holds the Power?
00:21:07 Pawn in a Geopolitical Chess Match
00:22:09 The Environmental and Technical Barriers to Change
00:23:17 The Strategic Failure of Western Supply Chains
00:24:49 The End of Western Technological Superiority?
00:25:27 A New Era of Mutual Vulnerability
00:26:40 The End of Seamless Global Supply Chains