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23.08.26 - 15:00
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Taiwan Tech Insiders Warn Beijing′s Germanium Squeeze Is Hitting Production (ZeroHedge)
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Taiwan Tech Insiders Warn Beijing's Germanium Squeeze Is Hitting Production
Nikkei Asia reports that China is restricting or delaying exports of germanium- and quartz-based materials to Taiwan, creating "painful supply-chain bottlenecks" across the island's key aerospace, semiconductor, and optical companies.
The supply disruptions reinforce the urgent need for the US and its allies to accelerate supply-chain decoupling and secure alternative sources of critical materials. Beijing's ability to weaponize shipments could prove devastating during a military conflict or allow China to slow Western semiconductor and AI infrastructure buildouts while its domestic AI companies and infrastructure projects close the gap.
"It's an industrywide issue. Many of my peers have encountered the same problem, and it could significantly extend lead times across our business," one executive in the optical industry told the Japanese outlet, requesting anonymity for fear of retaliation from Beijing.
For context...
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22.08.26 - 05:06
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US Navy aircraft transits Taiwan Strait before planned Xi-Trump meeting (Times of India)
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In a groundbreaking move, China has launched an extensive automotive recall, impacting 4.3 million vehicles across multiple manufacturers including Tesla. Safety regulators have raised alarms about the potential difficulty occupants may face in opening doors during emergency situations. Tesla is responsible for almost three million of these recalls, focusing on solutions such as software enhancements and additional warning labels....
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