
(Free) Hollerin’ About Yellen; Gallium and Germanium Warnings; Understanding PRC Domestic Challenges; The Barbie Movie Banned in Vietnam
Sharp China with Bill Bishop
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China's Limiting Exports of Gallium and Germanium
A few days before Janet Yellen went to Beijing, China announced it would be restricting exports of gallium and germanium. These are two esoteric metals used to make microchips. I think that it's one of those things where it's probably going to backfire on the Chinese because it just reminds even folks who want to pretend that there aren't these critical vulnerabilities in certain parts of China. This again is something else where the US allies, you have to not decouple, but diversify.
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