# nodes

name: Chip Ecosystem Bifurcation MAED Erosion
type: idea
created_at: 2026-06-20 10:54:07
updated_at: 2026-06-20 10:55:23
content:
THE UNINTENDED CONSEQUENCE OF THE CHIP WAR — HOW DELIBERATE DECOUPLING REMOVES THE ECONOMIC DETERRENCE THAT MAKES TAIWAN CONFLICT IRRATIONAL: The US-China chip export control war has created an accelerating global semiconductor ecosystem bifurcation. Both sides are building independent supply chains, chip architectures, and AI infrastructure stacks. This is INTENTIONAL policy from both sides — but has a catastrophic unintended consequence: it is dismantling the economic interdependence that made Taiwan conflict too costly for both sides.

CURRENT STATE OF BIFURCATION (2026):
- China domestic AI chip market: 50% locally sourced in 2026 (up from ~5% in 2022 — radical acceleration)
- Alibaba Zhenwu 810E: 100,000+ units delivered, comparable to NVIDIA H20
- Zhejiang Province 15th Five-Year Plan: domestic 7nm-3nm chips and equipment by 2030
- China's "50% Mandate": domestic fabrication plants must source ≥50% of equipment from local vendors — ASML 2026 China revenue declining significantly as a result
- NVIDIA Huawei gap: Huawei compute = 4% of NVIDIA's (2026), 2% projected (2027) — but China is building VOLUME across wider domestic base
- RISC-V architecture: China developing alternative processor architecture independent of x86/ARM licensing restrictions — building parallel stack from ISA level up

US SIDE BIFURCATION:
- Pentagon stockpiling trusted legacy 28nm chips (not cutting-edge, but verifiably clean)
- Export controls creating "China-inaccessible" technology wall at successive nodes
- US domestic chip production (TSMC Arizona, Intel, Micron) reducing dependence on Asia

THE MAED EROSION MECHANISM — THE CRITICAL INSIGHT:
MAED (Mutual Assured Economic Destruction) as Taiwan deterrence requires: mutual dependence so deep that conflict destroys BOTH sides economically. The chip war is systematically dismantling this mutual dependence.
- China self-sufficiency at 50%+ domestic AI chips → China loses access to US-controlled chips in conflict, but can still run 50% of its AI infrastructure domestically
- US domestic fabs at TSMC Arizona covering 30% → US still loses access to 70% of leading-edge capacity in a Taiwan crisis, but the 100% → 70% shift reduces the deterrence effect
- TWO INDEPENDENT STACKS = NEITHER SIDE FACES TOTAL ECONOMIC COLLAPSE FROM SEPARATION

PERVERSE LOGIC: The more successfully each side builds semiconductor independence, the less both sides are deterred from Taiwan conflict. The chip war creates its own ending conditions — a world where conflict over chips becomes less economically suicidal than it was in 2022 when both sides were 90%+ interdependent.

TIMELINE: This effect is modest in 2026 (China at 50% domestic, US at 10-15% self-sufficient). It becomes structurally significant by 2030-2032 when China might reach 65-70% domestic and US domestic production covers 25-30%. The 2029-2032 convergence window coincides with the peak of this bifurcation process — when both sides have reduced mutual dependence ENOUGH to lower the deterrence threshold, but not enough to actually absorb full decoupling without catastrophic pain.

WORST CASE: Bifurcation creates a world where Taiwan conflict is survivable but devastating for both sides — precisely the kind of conflict rational actors can miscalculate into.

Sources: https://www.deloitte.com/us/en/insights/industry/technology/technology-media-telecom-outlooks/semiconductor-industry-outlook.html, https://thediplomat.com/2026/03/chinas-5-year-plan-has-moved-beyond-the-chip-war-washington-hasnt-noticed/, https://americanaffairsjournal.org/2026/02/innovation-under-pressure-chinas-semiconductor-industry-at-a-crossroads/, https://www.yolegroup.com/strategy-insights/chinas-next-move-the-five-year-plan-that-could-reshape-semiconductors/, https://warontherocks.com/the-burn-and-the-choke-why-semiconductor-controls-will-outlast-chinas-rare-earth-weapon/


name: Chokepoint Convergence Grand Synthesis
type: idea
created_at: 2026-06-20 10:54:34
updated_at: 2026-06-20 10:55:43
content:
THE CAPSTONE SYNTHESIS OF 25 ITERATIONS — THE MASTER INSIGHT THAT CANNOT BE SEEN LOOKING AT ANY ONE CHOKEPOINT IN ISOLATION:

THE FOUR CHOKEPOINTS ARE NOT INDEPENDENT CRISES. THEY ARE ONE INTERCONNECTED SYSTEM SIMULTANEOUSLY FAILING AT FOUR NODES.

WHAT THE INTERACTION MAPPING REVEALED:

(1) THE HORMUZ-TSMC ENERGY BRIDGE: Hormuz closure doesn't just raise oil prices — it creates a precise 11-day countdown to TSMC fab power rationing through the LNG energy bridge. AND it simultaneously attacks TSMC (LNG) and South Korea (helium from Qatar) through the SAME single geographic vector. One Strait closure = two semiconductor manufacturing shutdowns simultaneously.

(2) THE DOLLAR-DEBT-DEFENSE DOOM LOOP: Dollar erosion → reduced Treasury demand → higher borrowing costs → fiscal dominance trap → crowded-out defense spending → less ability to protect Hormuz and Taiwan Strait → more chokepoint vulnerability → more dollar hedging → dollar erosion. A closed feedback loop with NO STABLE EQUILIBRIUM once debt crosses 100% of GDP.

(3) THE MINERAL-CHIP CIRCULAR DEPENDENCY: China's mineral export controls are the DIRECT COUNTERMEASURE to US chip export controls. Each escalation in the chip war triggers a mineral response; each mineral restriction reinforces the chip war. The two chokepoints don't add — they MULTIPLY through this adversarial loop.

(4) THE SILICON SHIELD SELF-DEFEAT PARADOX: As Taiwan's chip indispensability is successfully diversified (TSMC Arizona, Japan, Europe), the deterrence value of Taiwan's Silicon Shield ERODES. The more the US protects Taiwan by building chip independence, the LESS compelling the case for defending Taiwan to the death. The policy response creates the conditions for the problem to worsen.

(5) THE PETRODOLLAR RECYCLING COLLAPSE AMPLIFIER: The 1974 mechanism that allowed the US to run indefinite deficits (oil priced in dollars → surpluses recycled into Treasuries) is broken. Without this recycling floor, the Treasury market faces structural demand vacuum at the same moment US issues $9-10T annually. Every dollar of oil settling in yuan = one fewer dollar recycled into Treasuries = higher US borrowing costs = deeper fiscal doom loop = less defense capacity.

(6) THE VOLT TYPHOON SIXTH CHOKEPOINT: China has pre-positioned a cyber weapon inside US critical infrastructure (power, water, telecom, ports) that activates during Taiwan conflict, creating a SIXTH simultaneous chokepoint: domestic US infrastructure failures + four external economic stressors = policy makers simultaneously managing crisis at six nodes with zero fiscal space and paralyzed monetary policy.

(7) THE CHIP BIFURCATION MAED PARADOX: As both sides build semiconductor independence, the MAED deterrence of Taiwan conflict shrinks. By 2030, both sides face "devastating but survivable" economic separation — precisely the kind of miscalculation-prone equilibrium where conflict can occur.

THE EMERGENT PROPERTY — THE MOST IMPORTANT INSIGHT:
The 2029-2032 convergence crisis is NOT engineered by any single actor. It SELF-ORGANIZES from individually rational responses to stress:
- US applies chip export controls (rational) → China applies mineral controls (rational) → US escalates export controls (rational) → mineral controls expand (rational) → both sides ACCIDENTALLY CREATE the mutual reinforcing trap
- US responds to Hormuz with Iran war (rational for Middle East security) → depletes munitions (foreseeable cost) → opens Taiwan window (unintended consequence) → Volt Typhoon positioned (China's rational response) → domestic vulnerability created
- Gulf states diversify from Treasuries to gold (rational post-Russia sanctions) → petrodollar recycling collapses (unintended systemic consequence) → US fiscal doom loop deepens → less military capacity → Hormuz more vulnerable → Gulf states diversify MORE

THE META-MECHANISM: Each actor's rational self-protective response INCREASES the system-level vulnerability of all actors. The chokepoint convergence is a COLLECTIVE ACTION FAILURE at civilizational scale — no individual actor chose it, all actors created it together by optimizing individually.

POLICY IMPLICATION: Resolving ONE chokepoint in isolation does not fix the system. Resolving Hormuz doesn't fix the dollar recycling problem. Resolving the dollar doesn't fix the mineral controls. Resolving the minerals doesn't fix TSMC. The system requires COORDINATED multi-dimensional resolution — precisely the kind of coordination most difficult to achieve when trust between major powers is at its lowest since 1962.

THE 2029-2030 PEAK DANGER SUBWINDOW is not the worst-case scenario. It is the MEDIAN scenario given the self-organizing dynamics described above. The question for policymakers is not "what if this happens?" but "what prevents it from happening?"

Sources: Synthesis of 25 iterations of research. Key sources: https://rhg.com/research/taiwan-economic-disruptions/, https://www.bloomberg.com/opinion/articles/2026-04-06/the-petrodollar-loop-supporting-the-treasury-market-is-broken, https://www.cisa.gov/news-events/cybersecurity-advisories/aa24-038a, https://www.rand.org/pubs/research_reports/RRA2312-1.html, https://www.cbo.gov/publication/62105, https://www.weforum.org/stories/2026/04/strait-of-hormuz-crisis-future-ai/


# sources

title: Brookings: From chokepoint to crisis the strait of hormuz and global oil markets
node_name: Strait of Hormuz Physical Chokepoint
created_at: 2026-06-20 11:00:06
url:
https://www.brookings.edu/articles/from-chokepoint-to-crisis-the-strait-of-hormuz-and-global-oil-markets/


title: csis.org: Chinas new rare earth and magnet restrictions threaten us defense supply chains
node_name: China Mineral Refining Weapon
created_at: 2026-06-20 11:00:06
url:
https://www.csis.org/analysis/chinas-new-rare-earth-and-magnet-restrictions-threaten-us-defense-supply-chains


title: aspistrategist.org.au: Chinas export controls threaten us interceptors during conflict with iran
node_name: China Mineral Refining Weapon
created_at: 2026-06-20 11:00:06
url:
https://www.aspistrategist.org.au/chinas-export-controls-threaten-us-interceptors-during-conflict-with-iran/


title: washingtonpost.com: China is moving beyond rare earths restrict key goods needed by us
node_name: China Rare Earth Weaponization
created_at: 2026-06-20 11:00:06
url:
https://www.washingtonpost.com/world/2026/06/16/china-is-moving-beyond-rare-earths-restrict-key-goods-needed-by-us/


title: disruptionbanking.com: Chinas swift challenger breaks records as petrodollar looms
node_name: Petroyuan Strait Toll Mechanism
created_at: 2026-06-20 11:00:06
url:
https://www.disruptionbanking.com/2026/04/14/chinas-swift-challenger-breaks-records-as-petrodollar-looms/


title: oilprice.com: Iran War Triggers Helium Shock Threatening Global Chip Supply
node_name: Qatar Helium Chokepoint
created_at: 2026-06-20 11:00:06
url:
https://oilprice.com/Energy/Energy-General/Iran-War-Triggers-Helium-Shock-Threatening-Global-Chip-Supply.html


title: indexbox.io: Helium shortage disrupts semiconductor manufacturing after qatar lng crisis
node_name: Qatar Helium Chokepoint
created_at: 2026-06-20 11:00:06
url:
https://www.indexbox.io/blog/helium-shortage-disrupts-semiconductor-manufacturing-after-qatar-lng-crisis/


node_name: Fed Stagflation Trap 2026
created_at: 2026-06-20 11:00:06
url:
https://markets.financialcontent.com/stocks/article/marketminute-2026-3-16-the-stagflation-riddle-us-gdp-growth-slumps-to-07-as-core-pce-hits-31

title:
markets.financialcontent.com: Marketminute 2026 3 16 the stagflation riddle us gdp growth slumps to 07 as core pce hits 31


title: middleeasteye.net: Hard unseat king irans control hormuz strait may not spell end petrodollar
node_name: Dollar Flight-to-Safety Paradox
created_at: 2026-06-20 11:00:06
url:
https://www.middleeasteye.net/news/hard-unseat-king-irans-control-hormuz-strait-may-not-spell-end-petrodollar


title: finance.yahoo.com: Interest national debt overtook military 110924108
node_name: US Fiscal Doom Loop 2029
created_at: 2026-06-20 11:00:06
url:
https://finance.yahoo.com/economy/policy/articles/interest-national-debt-overtook-military-110924108.html


title: manhattan.institute: How higher interest rates could push washington toward a federal debt crisis
node_name: US Fiscal Doom Loop 2029
created_at: 2026-06-20 11:00:06
url:
https://manhattan.institute/article/how-higher-interest-rates-could-push-washington-toward-a-federal-debt-crisis


node_name: China Taiwan Blockade Preference
created_at: 2026-06-20 11:00:06
url:
https://www.veritaseuropaea.eu/2026/05/the-10-trillion-fault-line-what-a-chinese-attack-on-taiwan-would-do-to-the-world-economy/

title:
veritaseuropaea.eu: The 10 trillion fault line what a chinese attack on taiwan would do to the world economy


node_name: TSMC Arizona 30% Diversification Ceiling
created_at: 2026-06-20 11:00:06
url:
https://www.trendforce.com/news/2025/09/30/news-tsmc-reportedly-pulls-arizona-third-fab-to-2027-ahead-by-one-year-eyeing-2nm-and-a16/

title:
trendforce.com: News tsmc reportedly pulls arizona third fab to 2027 ahead by one year eyeing 2nm and a16


node_name: TSMC Arizona 30% Diversification Ceiling
created_at: 2026-06-20 11:00:06
url:
https://www.tomshardware.com/tech-industry/semiconductors/analyzing-tsmcs-fab-expansion-roadmap-multi-fab-n2-ramp-cowos-soic-and-uncorking-bottlenecks

title:
tomshardware.com: Analyzing tsmcs fab expansion roadmap multi fab n2 ramp cowos soic and uncorking bottlenecks


node_name: Petrodollar Structural Expiry June 2024
created_at: 2026-06-20 11:00:06
url:
https://www.financialcontent.com/article/marketminute-2025-9-9-the-sunset-of-the-petrodollar-a-new-dawn-for-global-finance-and-a-reckoning-for-us-debt

title:
financialcontent.com: Marketminute 2025 9 9 the sunset of the petrodollar a new dawn for global finance and a reckoning for us debt


node_name: Petrodollar Structural Expiry June 2024
created_at: 2026-06-20 11:00:06
url:
https://asiasociety.org/policy-institute/new-report-petrodollar-digital-yuan-china-gulf-and-21st-century-path-de-dollarization

title:
asiasociety.org: New report petrodollar digital yuan china gulf and 21st century path de dollarization


title: currencytransfer.com: How is saudi arabia sustaining dollar dominance
node_name: Petrodollar Structural Expiry June 2024
created_at: 2026-06-20 11:00:06
url:
https://www.currencytransfer.com/blog/expert-analysis/how-is-saudi-arabia-sustaining-dollar-dominance


title: cato.org: Threat fiscal dominance will us resort money printing finance rising debt challenge
node_name: Dollar-Debt-Defense Circular Dependency
created_at: 2026-06-20 11:00:06
url:
https://www.cato.org/blog/threat-fiscal-dominance-will-us-resort-money-printing-finance-rising-debt-challenge


node_name: Yuan Commodity Pricing Cascade
created_at: 2026-06-20 11:00:06
url:
https://www.cruxinvestor.com/posts/chinas-rare-earth-export-controls-and-the-repricing-of-supply-chains-what-it-means-for-western-producers-and-investors

title:
cruxinvestor.com: Chinas rare earth export controls and the repricing of supply chains what it means for western producers and investors


title: canadianminingreport.com: Rare earth stocks to watch after china s 45 price increase
node_name: Yuan Commodity Pricing Cascade
created_at: 2026-06-20 11:00:06
url:
https://www.canadianminingreport.com/blog/rare-earth-stocks-to-watch-after-china-s-45-price-increase


node_name: ASML EUV Remote Disable Mechanism
created_at: 2026-06-20 11:00:06
url:
https://www.sdxcentral.com/news/asml-adds-remote-kill-switch-to-tsmcs-euv-machines-in-case-china-invades-taiwan-report/

title:
sdxcentral.com: Asml adds remote kill switch to tsmcs euv machines in case china invades taiwan report


node_name: ASML EUV Remote Disable Mechanism
created_at: 2026-06-20 11:00:06
url:
https://www.tomshardware.com/tech-industry/tsmcs-euv-machines-are-equipped-with-a-remote-self-destruct-in-case-of-an-invasion

title:
tomshardware.com: Tsmcs euv machines are equipped with a remote self destruct in case of an invasion


node_name: US Military Rare Earth Endurance Constraint
created_at: 2026-06-20 11:00:06
url:
https://mwi.westpoint.edu/minerals-magnets-and-military-capability-chinas-rare-earth-weaponization-should-be-a-wake-up-call/

title:
mwi.westpoint.edu: Minerals magnets and military capability chinas rare earth weaponization should be a wake up call


node_name: US Military Rare Earth Endurance Constraint
created_at: 2026-06-20 11:00:06
url:
https://moderndiplomacy.eu/2025/08/29/critical-minerals-and-critical-security-u-s-military-dependence-on-chinas-rare-earths/

title:
moderndiplomacy.eu: Critical minerals and critical security u s military dependence on chinas rare earths


title: theglobaltreasurer.com: The end of the safe haven era us bond market strains amid global conflict
node_name: Treasury Safe-Haven Simultaneous Selloff
created_at: 2026-06-20 11:00:06
url:
https://www.theglobaltreasurer.com/2026/03/27/the-end-of-the-safe-haven-era-us-bond-market-strains-amid-global-conflict/


title: fortune.com: Us debt explosion safety premium treasury bonds convenience yield imf
node_name: Treasury Safe-Haven Simultaneous Selloff
created_at: 2026-06-20 11:00:06
url:
https://fortune.com/2026/04/19/us-debt-explosion-safety-premium-treasury-bonds-convenience-yield-imf/


title: gold.org: You asked we answered are fiscal concerns driving gold
node_name: Central Bank Gold Reserve Rotation
created_at: 2026-06-20 11:00:06
url:
https://www.gold.org/goldhub/gold-focus/2025/06/you-asked-we-answered-are-fiscal-concerns-driving-gold


node_name: Central Bank Gold Reserve Rotation
created_at: 2026-06-20 11:00:06
url:
https://www.business-standard.com/amp/markets/commodities/india-rbi-gold-reserves-stockpile-us-treasury-holdings-forex-debt-125090100139_1.html

title:
business-standard.com: India rbi gold reserves stockpile us treasury holdings forex debt 125090100139 1


title: investing.com: Gold and bonds reunite a new safehaven equation for 2026 200669423
node_name: Central Bank Gold Reserve Rotation
created_at: 2026-06-20 11:00:06
url:
https://www.investing.com/analysis/gold-and-bonds-reunite-a-new-safehaven-equation-for-2026-200669423


title: Bloomberg: Us intel agencies soften outlook on china s plans for taiwan
node_name: PLA Peak Capability Window 2027-2032
created_at: 2026-06-20 11:00:06
url:
https://www.bloomberg.com/news/articles/2026-03-18/us-intel-agencies-soften-outlook-on-china-s-plans-for-taiwan


title: defensenews.com: How dc became obsessed with a potential 2027 chinese invasion of taiwan
node_name: PLA Peak Capability Window 2027-2032
created_at: 2026-06-20 11:00:06
url:
https://www.defensenews.com/pentagon/2024/05/07/how-dc-became-obsessed-with-a-potential-2027-chinese-invasion-of-taiwan/


node_name: China Symmetric Fiscal Doom Loop
created_at: 2026-06-20 11:00:06
url:
https://jpfs.com/chinas-fiscal-reckoning-explosive-growth-structural-decay-and-mounting-vulnerabilities-1992-2026/

title:
jpfs.com: Chinas fiscal reckoning explosive growth structural decay and mounting vulnerabilities 1992 2026


title: iiss.org: Chinas national party congress 2026 defence remains a priority amid fiscal challenges
node_name: China Symmetric Fiscal Doom Loop
created_at: 2026-06-20 11:00:06
url:
https://www.iiss.org/online-analysis/military-balance/2026/03/chinas-national-party-congress-2026-defence-remains-a-priority-amid-fiscal-challenges/


node_name: China Symmetric Fiscal Doom Loop
created_at: 2026-06-20 11:00:06
url:
https://www.atlanticcouncil.org/blogs/econographics/beijing-extends-and-pretends-to-deal-with-its-mountain-of-local-government-debt/

title:
atlanticcouncil.org: Beijing extends and pretends to deal with its mountain of local government debt


node_name: India Andaman-Malacca Chokepoint Control
created_at: 2026-06-20 11:00:06
url:
https://www.eurasiantimes.com/indias-plan-to-develop-china-chokepoint-at-strategic-andaman-nicobar-islands-in-the-eye-of-storm/

title:
eurasiantimes.com: Indias plan to develop china chokepoint at strategic andaman nicobar islands in the eye of storm


node_name: India Andaman-Malacca Chokepoint Control
created_at: 2026-06-20 11:00:06
url:
https://www.geojuristoday.in/post/maritime-chokepoints-and-strategic-leverage-lessons-from-hormuz-for-india-s-great-nicobar-vision/

title:
geojuristoday.in: Maritime chokepoints and strategic leverage lessons from hormuz for india s great nicobar vision


node_name: US Defense Industrial Base Munitions Depletion
created_at: 2026-06-20 11:00:06
url:
https://markets.financialcontent.com/stocks/article/marketminute-2026-3-24-the-2027-precipice-us-defense-scrambles-as-rare-earth-shortages-reach-critical-levels-amid-middle-east-conflict

title:
markets.financialcontent.com: Marketminute 2026 3 24 the 2027 precipice us defense scrambles as rare earth shortages reach critical levels amid middle east conflict


title: sahmcapital.com: Blockade risk puts tsmcs taiwan hub and tech supply chain in focus 2026 05 20
node_name: Taiwan Geopolitical Risk Premium Capital Flight
created_at: 2026-06-20 11:00:06
url:
https://www.sahmcapital.com/news/content/blockade-risk-puts-tsmcs-taiwan-hub-and-tech-supply-chain-in-focus-2026-05-20


node_name: Chokepoint Temporal Convergence Map 2027-2032
created_at: 2026-06-20 11:00:06
url:
https://www.andrewerickson.com/2025/12/worlds-fastest-nuclear-force-ramp-up-strengthening-for-chinas-2027-goal-despite-disciplinary-removals/

title:
andrewerickson.com: Worlds fastest nuclear force ramp up strengthening for chinas 2027 goal despite disciplinary removals


node_name: Chokepoint Temporal Convergence Map 2027-2032
created_at: 2026-06-20 11:00:06
url:
https://thediplomat.com/2026/04/tsmcs-kumamoto-fab-upgrade-a-security-driven-reconfiguration-of-indo-pacific-chip-competition/

title:
thediplomat.com: Tsmcs kumamoto fab upgrade a security driven reconfiguration of indo pacific chip competition


node_name: Japan Semiconductor Equipment Chokepoint
created_at: 2026-06-20 11:00:06
url:
https://www.trendforce.com/news/2025/10/16/news-tokyo-electron-builds-major-kumamoto-rd-hub-near-tsmc-to-advance-1nm-chip-equipment/

title:
trendforce.com: News tokyo electron builds major kumamoto rd hub near tsmc to advance 1nm chip equipment


node_name: Japan Semiconductor Equipment Chokepoint
created_at: 2026-06-20 11:00:06
url:
https://spacedaily.com/sd-w-japans-4-6-billion-bet-on-tsmcs-3nm-chips-is-really-a-bet-on-alliance-based-industrial-policy/

title:
spacedaily.com: Sd w japans 4 6 billion bet on tsmcs 3nm chips is really a bet on alliance based industrial policy


title: rba.gov.au: The abcs of lgfvs chinas local government financing vehicles
node_name: LGFV Implicit Guarantee Dissolution 2027
created_at: 2026-06-20 11:00:06
url:
https://www.rba.gov.au/publications/bulletin/2024/oct/the-abcs-of-lgfvs-chinas-local-government-financing-vehicles.html


title: scmp.com: Chinas local government financing vehicles are ticking debt bomb
node_name: LGFV Implicit Guarantee Dissolution 2027
created_at: 2026-06-20 11:00:06
url:
https://www.scmp.com/opinion/china-opinion/article/3297351/chinas-local-government-financing-vehicles-are-ticking-debt-bomb


title: atlanticcouncil.org: The role of nuclear weapons in a taiwan crisis
node_name: Nuclear Escalation Bypass Mechanism
created_at: 2026-06-20 11:00:06
url:
https://www.atlanticcouncil.org/in-depth-research-reports/issue-brief/the-role-of-nuclear-weapons-in-a-taiwan-crisis/


node_name: mBridge Post-Dollar Settlement Infrastructure
created_at: 2026-06-20 11:00:06
url:
https://www.tradingview.com/news/cointelegraph:9c2c921fc094b:0-china-led-cbdc-project-mbridge-tops-55b-in-cross-border-payments/

title:
tradingview.com: Cointelegraph:9c2c921fc094b:0 china led cbdc project mbridge tops 55b in cross border payments


title: atlanticcouncil.org: What to watch as china prepares its digital yuan for prime time
node_name: mBridge Post-Dollar Settlement Infrastructure
created_at: 2026-06-20 11:00:06
url:
https://www.atlanticcouncil.org/blogs/econographics/what-to-watch-as-china-prepares-its-digital-yuan-for-prime-time/


node_name: SWIFT Weaponization Blowback Mechanism
created_at: 2026-06-20 11:00:06
url:
https://www.fairobserver.com/economics/eu-freeze-on-russian-assets-reshapes-the-global-financial-system-and-international-order/

title:
fairobserver.com: Eu freeze on russian assets reshapes the global financial system and international order


node_name: SWIFT Weaponization Blowback Mechanism
created_at: 2026-06-20 11:00:06
url:
https://www.federalreserve.gov/econres/ifdp/exploring-central-bank-gold-purchases-and-the-dollars-role-in-international-reserves.htm

title:
Federal Reserve: Exploring central bank gold purchases and the dollars role in international reserves


title: phoenixrefining.com: Central bank gold buying surged 10 in q3 2025 despite record prices
node_name: Central Bank Gold Accumulation as Dollar Hedge
created_at: 2026-06-20 11:00:06
url:
https://www.phoenixrefining.com/blog/central-bank-gold-buying-surged-10-in-q3-2025-despite-record-prices


node_name: Taiwan Nuclear Restart Race
created_at: 2026-06-20 11:00:06
url:
https://www.fdd.org/analysis/2026/03/24/in-major-reversal-taiwan-seeks-to-rewire-its-energy-strategy-by-restarting-its-nuclear-plants/

title:
fdd.org: In major reversal taiwan seeks to rewire its energy strategy by restarting its nuclear plants


title: thediplomat.com: Amid iran war energy crunch taiwan turns back toward nuclear energy
node_name: Taiwan Nuclear Restart Race
created_at: 2026-06-20 11:00:06
url:
https://thediplomat.com/2026/04/amid-iran-war-energy-crunch-taiwan-turns-back-toward-nuclear-energy/


title: pipeline-journal.net: Saudi arabia maxes out east west pipeline bypass strait hormuz
node_name: Hormuz Partial Bypass Coverage Gap
created_at: 2026-06-20 11:00:06
url:
https://www.pipeline-journal.net/news/saudi-arabia-maxes-out-east-west-pipeline-bypass-strait-hormuz


node_name: Hormuz Partial Bypass Coverage Gap
created_at: 2026-06-20 11:00:06
url:
https://fortune.com/2026/03/28/saudi-arabia-east-west-oil-pipeline-strait-hormuz-bypass-7-million-barrels-yanbu-red-sea/

title:
fortune.com: Saudi arabia east west oil pipeline strait hormuz bypass 7 million barrels yanbu red sea


title: digitimes.com: Development samsung sk hynix transmission government
node_name: South Korea Semiconductor Triple Vulnerability
created_at: 2026-06-20 11:00:06
url:
https://www.digitimes.com/news/a20251017PD233/development-samsung-sk-hynix-transmission-government.html


title: goldsilver.com: The dollar milkshake theory what it means for gold silver and your portfolio
node_name: Dollar Milkshake Paradox
created_at: 2026-06-20 11:00:06
url:
https://goldsilver.com/industry-news/article/the-dollar-milkshake-theory-what-it-means-for-gold-silver-and-your-portfolio/


title: semafor.com: The us would destroy taiwans chip plants if china invades says former trump official
node_name: TSMC Samson Option Fab Burn Deterrence
created_at: 2026-06-20 11:00:06
url:
https://www.semafor.com/article/03/13/2023/the-us-would-destroy-taiwans-chip-plants-if-china-invades-says-former-trump-official


node_name: TSMC Samson Option Fab Burn Deterrence
created_at: 2026-06-20 11:00:06
url:
https://www.datacenterdynamics.com/en/news/trumps-undersecretary-of-defense-for-policy-repeatedly-said-tsmc-fabs-should-be-destroyed-if-china-invades-taiwan/

title:
datacenterdynamics.com: Trumps undersecretary of defense for policy repeatedly said tsmc fabs should be destroyed if china invades taiwan


node_name: TSMC Samson Option Fab Burn Deterrence
created_at: 2026-06-20 11:00:06
url:
https://www.researchgate.net/publication/399829718_If_Taiwan_Falls_the_Fabs_Burn_Why_TSMC%27s_Destruction_Is_the_Inevitable_Outcome_of_a_China_Invasion

title:
researchgate.net: 399829718 If Taiwan Falls the Fabs Burn Why TSMC%27s Destruction Is the Inevitable Outcome of a China Invasion


title: tomshardware.com: Taiwan security bureau no need to destroy tsmcs fabs if china invades
node_name: TSMC Samson Option Fab Burn Deterrence
created_at: 2026-06-20 11:00:06
url:
https://www.tomshardware.com/news/taiwan-security-bureau-no-need-to-destroy-tsmcs-fabs-if-china-invades


node_name: Critical Minerals Substitution Deficit 2029-2032
created_at: 2026-06-20 11:00:06
url:
https://nai500.com/blog/2026/05/can-the-u-s-finally-break-chinas-rare-earth-grip-is-domestic-substitution-a-solid-investment-bet/

title:
nai500.com: Can the u s finally break chinas rare earth grip is domestic substitution a solid investment bet


node_name: Critical Minerals Substitution Deficit 2029-2032
created_at: 2026-06-20 11:00:06
url:
https://rareearthexchanges.com/news/the-new-rare-earth-hierarchy-why-mp-lynas-neo-energy-fuels-and-emerging-ecosystems-matter-more-than-the-next-discovery/

title:
rareearthexchanges.com: The new rare earth hierarchy why mp lynas neo energy fuels and emerging ecosystems matter more than the next discovery


title: OECD: Sovereign debt markets in emerging market and developing economies 08ce7ef7
node_name: Eurodollar Squeeze EM Debt Crisis Cascade
created_at: 2026-06-20 11:00:06
url:
https://www.oecd.org/en/publications/2025/03/global-debt-report-2025_bab6b51e/full-report/sovereign-debt-markets-in-emerging-market-and-developing-economies_08ce7ef7.html


title: centralbanking.com: Bis to hand over project mbridge to central banks
node_name: mBridge CBDC Dollar Bypass Infrastructure
created_at: 2026-06-20 11:00:06
url:
https://www.centralbanking.com/fintech/cbdc/7962626/bis-to-hand-over-project-mbridge-to-central-banks


title: firstnational.ca: Will the 9 trillion maturity wall in 2025 force u.s. treasury yields higher
node_name: US Treasury Maturity Cliff 2025-2027
created_at: 2026-06-20 11:00:06
url:
https://www.firstnational.ca/commercial/resources-insights/article/will-the--9-trillion-maturity-wall-in-2025-force-u.s.-treasury-yields-higher


node_name: Petrogold Yuan Triangle
created_at: 2026-06-20 11:00:06
url:
https://www.pgurus.com/how-well-is-the-ksa-china-yuan-for-crude-agreement-working-and-what-does-it-mean-for-the-petrodollar/

title:
pgurus.com: How well is the ksa china yuan for crude agreement working and what does it mean for the petrodollar


title: viewpoint.bnpparibas-am.com: Renminbi internationalisation the petro yuan and the role of gold
node_name: Petrogold Yuan Triangle
created_at: 2026-06-20 11:00:06
url:
https://viewpoint.bnpparibas-am.com/renminbi-internationalisation-the-petro-yuan-and-the-role-of-gold/


title: cfr.org: Chinas ai chip deficit why huawei cant catch nvidia and us export controls should remain
node_name: Huawei Ascend AI Compute Independence
created_at: 2026-06-20 11:00:06
url:
https://www.cfr.org/articles/chinas-ai-chip-deficit-why-huawei-cant-catch-nvidia-and-us-export-controls-should-remain


title: centerformaritimestrategy.org: Taiwans concerning mda gap facing chinas gray zone
node_name: China Gray Zone Maritime Ratchet
created_at: 2026-06-20 11:00:06
url:
https://centerformaritimestrategy.org/publications/taiwans-concerning-mda-gap-facing-chinas-gray-zone/


node_name: Qatar Helium Chokepoint
created_at: 2026-06-20 11:00:06
url:
https://www.faf.ae/home/2026/4/28/the-hormuz-hit-to-helium-geopolitical-disruption-supply-chain-fragility-and-the-future-of-the-chip-driven-global-econom

title:
faf.ae: The hormuz hit to helium geopolitical disruption supply chain fragility and the future of the chip driven global econom


title: advantagegold.com: Hong kong gold clearing system 2026 why the east is moving first
node_name: Gold Surpasses Treasuries in Global Reserves
created_at: 2026-06-20 11:00:06
url:
https://www.advantagegold.com/blog/hong-kong-gold-clearing-system-2026-why-the-east-is-moving-first/


node_name: Silicon Shield Erosion Paradox
created_at: 2026-06-20 11:00:06
url:
https://researchcentre.trtworld.com/topics/security-defence/taiwans-chip-dilemma-navigating-the-threat-of-invasion-and-the-strain-of-diversification/

title:
researchcentre.trtworld.com: Taiwans chip dilemma navigating the threat of invasion and the strain of diversification


title: techpolicy.press: The most critical resilience questions of them all taiwans undersea cables
node_name: Taiwan Submarine Cable Digital Chokepoint
created_at: 2026-06-20 11:00:06
url:
https://www.techpolicy.press/the-most-critical-resilience-questions-of-them-all-taiwans-undersea-cables/


title: stimson.org: Chinas germanium and gallium export restrictions consequences for the united states
node_name: Gallium-Germanium Escalation Ladder
created_at: 2026-06-20 11:00:06
url:
https://www.stimson.org/2025/chinas-germanium-and-gallium-export-restrictions-consequences-for-the-united-states/


title: pillsburylaw.com: China suspends export controls certain critical minerals related items
node_name: Gallium-Germanium Escalation Ladder
created_at: 2026-06-20 11:00:06
url:
https://www.pillsburylaw.com/en/news-and-insights/china-suspends-export-controls-certain-critical-minerals-related-items.html


node_name: Gallium-Germanium Escalation Ladder
created_at: 2026-06-20 11:00:06
url:
https://anderseninstitute.org/chinas-export-control-architecture-and-its-use-of-critical-minerals-as-strategic-pressure-points/

title:
anderseninstitute.org: Chinas export control architecture and its use of critical minerals as strategic pressure points


node_name: Gallium-Germanium Escalation Ladder
created_at: 2026-06-20 11:00:06
url:
https://nai500.com/blog/2025/11/china-lifts-export-ban-on-gallium-germanium-and-antimony-to-the-u-s-reshaping-supply-demand-dynamics-in-critical-metals-market/

title:
nai500.com: China lifts export ban on gallium germanium and antimony to the u s reshaping supply demand dynamics in critical metals market


node_name: Fiscal Dominance Trap
created_at: 2026-06-20 11:00:06
url:
https://www.faf.ae/home/2026/1/5/the-federal-reserve-confronts-a-fiscal-dominance-crisis-how-washingtons-debt-could-force-the-central-bank-to-abandon-its-inflation-mandate

title:
faf.ae: The federal reserve confronts a fiscal dominance crisis how washingtons debt could force the central bank to abandon its inflation mandate


title: westernasset.com: Fiscal dominance in the us will politics trump policy 2025 08 25
node_name: Fiscal Dominance Trap
created_at: 2026-06-20 11:00:06
url:
https://www.westernasset.com/us/en/research/blog/fiscal-dominance-in-the-us-will-politics-trump-policy-2025-08-25.cfm


node_name: Fiscal Dominance Trap
created_at: 2026-06-20 11:00:06
url:
https://www.cato.org/blog/us-fiscal-dominance-coming-fiscal-inflection-point-how-congress-can-fix-debt-crisis-its-too

title:
cato.org: Us fiscal dominance coming fiscal inflection point how congress can fix debt crisis its too


title: moderndiplomacy.eu: Great power competition in ai led driven warfare between the us and china
node_name: AI Military Forcing Function
created_at: 2026-06-20 11:00:06
url:
https://moderndiplomacy.eu/2025/10/06/great-power-competition-in-ai-led-driven-warfare-between-the-us-and-china/


title: armscontrol.org: Geopolitics and regulation autonomous weapons systems
node_name: AI Military Forcing Function
created_at: 2026-06-20 11:00:06
url:
https://www.armscontrol.org/act/2025-01/features/geopolitics-and-regulation-autonomous-weapons-systems


title: spglobal.com: Copper%20in%20the%20Age%20of%20AI Full%20Report January%202026
node_name: Copper-AI-EV Triple Demand Shock
created_at: 2026-06-20 11:00:06
url:
https://www.spglobal.com/content/dam/spglobal/global-assets/en/special-reports/copper-in-the-age-of-ai/Copper%20in%20the%20Age%20of%20AI_Full%20Report_January%202026.pdf


title: tomshardware.com: Ai data center buildout pushes copper toward shortages analysts warn
node_name: Copper-AI-EV Triple Demand Shock
created_at: 2026-06-20 11:00:06
url:
https://www.tomshardware.com/tech-industry/ai-data-center-buildout-pushes-copper-toward-shortages-analysts-warn


title: energypolicy.columbia.edu: Protecting existing us and allied copper smelting capacity
node_name: Copper-AI-EV Triple Demand Shock
created_at: 2026-06-20 11:00:06
url:
https://www.energypolicy.columbia.edu/publications/protecting-existing-us-and-allied-copper-smelting-capacity/


node_name: Downstream Chip Inventory Cliff
created_at: 2026-06-20 11:00:06
url:
https://pctechmag.com/2026/03/why-chip-shortages-persist-in-2026-and-4-procurement-tactics-tech-startups-can-control/

title:
pctechmag.com: Why chip shortages persist in 2026 and 4 procurement tactics tech startups can control


node_name: China Sulfuric Acid Second-Order Mineral Weapon
created_at: 2026-06-20 11:00:06
url:
https://www.hellenicshippingnews.com/chinas-copper-concentrate-imports-hit-record-high-in-2025-yet-geopolitical-risks-threaten-supply-chain/

title:
hellenicshippingnews.com: Chinas copper concentrate imports hit record high in 2025 yet geopolitical risks threaten supply chain


node_name: Sell America Paradox
created_at: 2026-06-20 11:00:06
url:
https://www.faf.ae/home/2026/1/25/capital-flight-from-the-united-states-mechanisms-precedents-and-macroeconomic-implications-in-2026

title:
faf.ae: Capital flight from the united states mechanisms precedents and macroeconomic implications in 2026


node_name: Sell America Paradox
created_at: 2026-06-20 11:00:06
url:
https://www.fairobserver.com/economics/the-dollar-at-a-crossroads-trade-wars-tariffs-and-stress-on-the-worlds-safe-haven-currency/

title:
fairobserver.com: The dollar at a crossroads trade wars tariffs and stress on the worlds safe haven currency


title: thediplomat.com: An opportunity or an illusion the iran war and chinas taiwan calculus
node_name: Iran War Taiwan Window Mechanism
created_at: 2026-06-20 11:00:06
url:
https://thediplomat.com/2026/04/an-opportunity-or-an-illusion-the-iran-war-and-chinas-taiwan-calculus/


node_name: China Oil Reserve Asymmetry
created_at: 2026-06-20 11:00:06
url:
https://finance.yahoo.com/sectors/energy/article/new-data-shows-china-came-into-the-iran-war-with-over-3x-the-strategic-oil-reserves-of-the-us-151438578.html

title:
finance.yahoo.com: New data shows china came into the iran war with over 3x the strategic oil reserves of the us 151438578


node_name: Chokepoint Multiplication Effect
created_at: 2026-06-20 11:00:06
url:
https://www.chathamhouse.org/2026/04/taiwan-crisis-would-cause-far-more-global-economic-damage-strait-hormuz-disruption

title:
chathamhouse.org: Taiwan crisis would cause far more global economic damage strait hormuz disruption


node_name: Fed Impossible Mandate Trap
created_at: 2026-06-20 11:00:06
url:
https://www.marketpulse.com/markets/2026-us-dollar-forecast-how-the-fed-government-spending-and-ai-will-drive-volatility/

title:
marketpulse.com: 2026 us dollar forecast how the fed government spending and ai will drive volatility


node_name: Rare Earth Munitions Doom Loop
created_at: 2026-06-20 11:00:06
url:
https://rareearthexchanges.com/news/the-quiet-bargain-rare-earths-taiwan-and-the-industrial-limits-of-american-power/

title:
rareearthexchanges.com: The quiet bargain rare earths taiwan and the industrial limits of american power


title: chathamhouse.org: Chinas rare earth export restrictions threaten washingtons military primacy
node_name: Rare Earth Munitions Doom Loop
created_at: 2026-06-20 11:00:06
url:
https://www.chathamhouse.org/2025/04/chinas-rare-earth-export-restrictions-threaten-washingtons-military-primacy


node_name: EU Advanced Chip Import Dependency
created_at: 2026-06-20 11:00:06
url:
https://esthinktank.com/2025/11/25/semiconductors-as-key-strategic-assets-navigating-global-and-european-security-challenges/

title:
esthinktank.com: Semiconductors as key strategic assets navigating global and european security challenges


title: frstrategie.org: East asia and europe dual contingency simulation after action report 2026
node_name: EU Advanced Chip Import Dependency
created_at: 2026-06-20 11:00:06
url:
https://www.frstrategie.org/en/programs/taiwan-security-and-diplomacy-program/east-asia-and-europe-dual-contingency-simulation-after-action-report-2026


node_name: EU Advanced Chip Import Dependency
created_at: 2026-06-20 11:00:06
url:
https://blogs.tarangya.com/the-china-taiwan-conflict-and-trade-impact-how-geopolitical-tensions-are-disrupting-global-supply-chains-in-2026/

title:
blogs.tarangya.com: The china taiwan conflict and trade impact how geopolitical tensions are disrupting global supply chains in 2026


title: bruegel.org: Escalating us china rare earth tensions signal determination to decouple
node_name: Quiet Bargain Implicit De-Escalation
created_at: 2026-06-20 11:00:06
url:
https://www.bruegel.org/first-glance/escalating-us-china-rare-earth-tensions-signal-determination-to-decouple


title: Bloomberg: Sell america trade why investors are questioning us assets
node_name: Sell America Triple Simultaneous Repricing
created_at: 2026-06-20 11:00:06
url:
https://www.bloomberg.com/news/articles/2026-02-02/sell-america-trade-why-investors-are-questioning-us-assets


title: Bloomberg: The sell america trade is back as us targets fed chair
node_name: Sell America Triple Simultaneous Repricing
created_at: 2026-06-20 11:00:06
url:
https://www.bloomberg.com/news/newsletters/2026-01-12/the-sell-america-trade-is-back-as-us-targets-fed-chair


node_name: Sell America Triple Simultaneous Repricing
created_at: 2026-06-20 11:00:06
url:
https://budgetlab.yale.edu/research/where-we-stand-fiscal-economic-and-distributional-effects-all-us-tariffs-enacted-2025-through-april

title:
budgetlab.yale.edu: Where we stand fiscal economic and distributional effects all us tariffs enacted 2025 through april


title: yicaiglobal.com: China cuts local govt financing platforms by over 70 in debt cleanup drive
node_name: China LGFV Fiscal Trap Taiwan Urgency
created_at: 2026-06-20 11:00:06
url:
https://www.yicaiglobal.com/news/china-cuts-local-govt-financing-platforms-by-over-70-in-debt-cleanup-drive


node_name: US Treasury Rollover Cliff 2025-2026
created_at: 2026-06-20 11:00:06
url:
https://markets.financialcontent.com/stocks/article/marketminute-2025-12-19-the-2026-fiscal-cliff-why-a-convergence-of-debt-ai-fatigue-and-geopolitics-threatens-a-market-reset

title:
markets.financialcontent.com: Marketminute 2025 12 19 the 2026 fiscal cliff why a convergence of debt ai fatigue and geopolitics threatens a market reset


title: advisorperspectives.com: Americas bond market privilege disappearing us debt soars
node_name: China Treasury Weapon Disarmament
created_at: 2026-06-20 11:00:06
url:
https://www.advisorperspectives.com/articles/2026/04/29/americas-bond-market-privilege-disappearing-us-debt-soars


node_name: China SMIC DUV Self-Sufficiency Race
created_at: 2026-06-20 11:00:06
url:
https://markets.financialcontent.com/stocks/article/tokenring-2026-1-21-china-reaches-35-semiconductor-equipment-self-sufficiency-amid-advanced-lithography-breakthroughs

title:
markets.financialcontent.com: Tokenring 2026 1 21 china reaches 35 semiconductor equipment self sufficiency amid advanced lithography breakthroughs


node_name: China SMIC DUV Self-Sufficiency Race
created_at: 2026-06-20 11:00:06
url:
https://www.trendforce.com/news/2025/11/10/news-decoding-chinas-lithography-push-to-challenge-asml-from-sicarrier-to-alternative-euv-paths/

title:
trendforce.com: News decoding chinas lithography push to challenge asml from sicarrier to alternative euv paths


title: chathamhouse.org: Even hormuz reopening will not resolve europes key energy vulnerability
node_name: Europe Hormuz LNG Energy Trap
created_at: 2026-06-20 11:00:06
url:
https://www.chathamhouse.org/2026/06/even-hormuz-reopening-will-not-resolve-europes-key-energy-vulnerability


node_name: Semiconductor Panic Hoarding Pre-Crisis Signal
created_at: 2026-06-20 11:00:06
url:
https://randtech.com/brace-for-impact-understanding-and-navigating-supply-driven-shortages-in-the-semiconductor-industry/

title:
randtech.com: Brace for impact understanding and navigating supply driven shortages in the semiconductor industry


node_name: Nuclear-Conventional Entanglement Escalation Trap
created_at: 2026-06-20 11:00:06
url:
https://moderndiplomacy.eu/2026/05/28/united-states-and-china-conflict-over-taiwan-could-trigger-nuclear-escalation-major-study-warns/

title:
moderndiplomacy.eu: United states and china conflict over taiwan could trigger nuclear escalation major study warns


node_name: Petrodollar Treasury Demand Arithmetic
created_at: 2026-06-20 11:00:06
url:
https://markets.financialcontent.com/ms.intelvalue/article/marketminute-2025-9-9-the-sunset-of-the-petrodollar-a-new-dawn-for-global-finance-and-a-reckoning-for-us-debt

title:
markets.financialcontent.com: Marketminute 2025 9 9 the sunset of the petrodollar a new dawn for global finance and a reckoning for us debt


title: bu.edu: The imfs 17th general review of quotas needs a new formula to deliver on development
node_name: IMF Dollar Backstop Sovereignty Paradox
created_at: 2026-06-20 11:00:06
url:
https://www.bu.edu/gdp/2025/04/14/the-imfs-17th-general-review-of-quotas-needs-a-new-formula-to-deliver-on-development/


title: cambridge.org: EA653A2841F5EB0A12120161B11A54B0
node_name: Allied Self-Preservation Fracture Cascade
created_at: 2026-06-20 11:00:06
url:
https://www.cambridge.org/core/elements/us-allies-and-the-taiwan-strait/EA653A2841F5EB0A12120161B11A54B0


title: santiagocapital.com: Dollar milkshake theory how the us debt crisis supercharges dollar dominance
node_name: Dollar Milkshake Crisis Countermechanism
created_at: 2026-06-20 11:00:06
url:
https://santiagocapital.com/reports/dollar-milkshake-theory-how-the-us-debt-crisis-supercharges-dollar-dominance


title: weforum.org: How middle east war turning governments into insurers last resort
node_name: Insurance Weapon Chokepoint Mechanism
created_at: 2026-06-20 11:00:06
url:
https://www.weforum.org/stories/2026/04/how-middle-east-war-turning-governments-into-insurers-last-resort/


title: howdenre.com: HowdenRe Strait of Hormuz report March272026
node_name: Insurance Weapon Chokepoint Mechanism
created_at: 2026-06-20 11:00:06
url:
https://www.howdenre.com/sites/howdenre.howdenprod.com/files/2026-03/HowdenRe_Strait_of_Hormuz_report_March272026.pdf


node_name: Insurance Weapon Chokepoint Mechanism
created_at: 2026-06-20 11:00:06
url:
https://www.insurancebusinessmag.com/ca/news/breaking-news/trade-credit-on-high-alert-as-iran-conflict-threatens-oil-shipping-and-global-solvency-567226.aspx

title:
insurancebusinessmag.com: Trade credit on high alert as iran conflict threatens oil shipping and global solvency 567226


node_name: ASML Netherlands Kill Switch Leverage
created_at: 2026-06-20 11:00:06
url:
https://www.datacenterdynamics.com/en/news/asml-adds-remote-kill-switch-to-tsmcs-euv-machines-in-case-china-invades-taiwan-report/

title:
datacenterdynamics.com: Asml adds remote kill switch to tsmcs euv machines in case china invades taiwan report


title: fdd.org: Taiwan strengthens energy resilience with planned purchases of american lng
node_name: US LNG Pivot as Hormuz Stabilizer
created_at: 2026-06-20 11:00:06
url:
https://www.fdd.org/analysis/2026/02/06/taiwan-strengthens-energy-resilience-with-planned-purchases-of-american-lng/


title: washingtonpost.com: Iran war us lng exports taiwan trump asia natural gas
node_name: US LNG Pivot as Hormuz Stabilizer
created_at: 2026-06-20 11:00:06
url:
https://www.washingtonpost.com/world/2026/03/23/iran-war-us-lng-exports-taiwan-trump-asia-natural-gas/


title: asia.nikkei.com: Taiwan to expand us lng imports in response to hormuz closure
node_name: US LNG Pivot as Hormuz Stabilizer
created_at: 2026-06-20 11:00:06
url:
https://asia.nikkei.com/business/energy/taiwan-to-expand-us-lng-imports-in-response-to-hormuz-closure


title: taiwanplus.com: Taiwan may restart nuclear plants march 23 2026
node_name: Taiwan Nuclear Restart Energy Gambit
created_at: 2026-06-20 11:00:06
url:
https://www.taiwanplus.com/news/newscasts/whats-up-taiwan/260322005/taiwan-may-restart-nuclear-plants-march-23-2026


title: ainvest.com: Brics stablecoin paradox dollar backed coins escape dollar dominance 2509
node_name: Stablecoin Digital Dollarization Paradox
created_at: 2026-06-20 11:00:06
url:
https://www.ainvest.com/news/brics-stablecoin-paradox-dollar-backed-coins-escape-dollar-dominance-2509/


title: hudson.org: Will china increased oil supplies change xis taiwan calculus lewis libby
node_name: China Pre-Positioning Reflexivity Loop
created_at: 2026-06-20 11:00:06
url:
https://www.hudson.org/energy/will-china-increased-oil-supplies-change-xis-taiwan-calculus-lewis-libby


title: lloydslist.com: Strait of Hormuz transits collapse as shipping%27s risk appetite is tested
node_name: War Risk Insurance Invisible Chokepoint
created_at: 2026-06-20 11:00:06
url:
https://www.lloydslist.com/LL1156485/Strait-of-Hormuz-transits-collapse-as-shipping%27s-risk-appetite-is-tested


title: insurancebusinessmag.com: Washingtons 40 billion hormuz insurance fix zero takers 575507
node_name: War Risk Insurance Invisible Chokepoint
created_at: 2026-06-20 11:00:06
url:
https://www.insurancebusinessmag.com/us/news/breaking-news/washingtons-40-billion-hormuz-insurance-fix-zero-takers-575507.aspx


title: atlanticcouncil.org: Wargaming a western freeze of chinas foreign reserves
node_name: China MAFD Pre-Positioning Paradox
created_at: 2026-06-20 11:00:06
url:
https://www.atlanticcouncil.org/blogs/econographics/wargaming-a-western-freeze-of-chinas-foreign-reserves/


title: atlanticcouncil.org: Sanctioning china in a taiwan crisis scenarios and risks
node_name: China MAFD Pre-Positioning Paradox
created_at: 2026-06-20 11:00:06
url:
https://www.atlanticcouncil.org/in-depth-research-reports/report/sanctioning-china-in-a-taiwan-crisis-scenarios-and-risks/


title: medium.com: When international law is not enough singapores malacca dilemma cca86f23ede6
node_name: ASEAN Malacca Neutrality Failure
created_at: 2026-06-20 11:00:06
url:
https://medium.com/@makeyourmarcsg/when-international-law-is-not-enough-singapores-malacca-dilemma-cca86f23ede6


title: thediplomat.com: Neutralizing chokepoints lessons from the hormuz strait malacca and baltic sea
node_name: ASEAN Malacca Neutrality Failure
created_at: 2026-06-20 11:00:06
url:
https://thediplomat.com/2026/06/neutralizing-chokepoints-lessons-from-the-hormuz-strait-malacca-and-baltic-sea/


title: aljazeera.com: Iran confirms that mou has been signed electronically by both sides
node_name: Islamabad Ceasefire Structural Fragility
created_at: 2026-06-20 11:00:06
url:
https://www.aljazeera.com/news/2026/6/17/iran-confirms-that-mou-has-been-signed-electronically-by-both-sides


title: sdxcentral.com: Ais appetite for copper poses a systemic risk to data center buildout
node_name: Copper AI Data Center Supply Deficit
created_at: 2026-06-20 11:00:06
url:
https://www.sdxcentral.com/news/ais-appetite-for-copper-poses-a-systemic-risk-to-data-center-buildout/


title: usfunds.com: Ai data centers could consume half a million tons of copper annually by 2030
node_name: Copper AI Data Center Supply Deficit
created_at: 2026-06-20 11:00:06
url:
https://www.usfunds.com/resource/ai-data-centers-could-consume-half-a-million-tons-of-copper-annually-by-2030/


title: fpanalytics.foreignpolicy.com: Artificial intelligence critical minerals supply chains
node_name: Copper AI Data Center Supply Deficit
created_at: 2026-06-20 11:00:06
url:
https://fpanalytics.foreignpolicy.com/2025/07/18/artificial-intelligence-critical-minerals-supply-chains/


node_name: Undersea Cable Severance Pre-Attack Architecture
created_at: 2026-06-20 11:00:06
url:
https://www.19fortyfive.com/2026/04/china-just-proved-it-can-cut-undersea-cables-at-3500-meters-deep-guams-12-fiber-optic-lines-serve-google-the-u-s-military-and-the-entire-second-island-chain/

title:
19fortyfive.com: China just proved it can cut undersea cables at 3500 meters deep guams 12 fiber optic lines serve google the u s military and the entire second island chain


title: csis.org: Chinas underwater power play prcs new subsea cable cutting ship spooks international
node_name: Undersea Cable Severance Pre-Attack Architecture
created_at: 2026-06-20 11:00:06
url:
https://www.csis.org/analysis/chinas-underwater-power-play-prcs-new-subsea-cable-cutting-ship-spooks-international


title: lloydslist.com: China Taiwan conflict fears could spark war risk insurer exodus
node_name: Actuarial Blockade Mechanism
created_at: 2026-06-20 11:00:06
url:
https://www.lloydslist.com/LL1152949/China-Taiwan-conflict-fears-could-spark-war-risk-insurer-exodus


title: thediplomat.com: What the hormuz energy crisis is teaching taiwan about marine insurance
node_name: Actuarial Blockade Mechanism
created_at: 2026-06-20 11:00:06
url:
https://thediplomat.com/2026/06/what-the-hormuz-energy-crisis-is-teaching-taiwan-about-marine-insurance/


node_name: China 80% Chip Self-Sufficiency 2030 Inversion
created_at: 2026-06-20 11:00:06
url:
https://www.trendforce.com/news/2026/03/31/news-china-reportedly-targets-80-chip-self-sufficiency-by-2030-eyes-domestic-7nm-line-and-14nm-production-stability/

title:
trendforce.com: News china reportedly targets 80 chip self sufficiency by 2030 eyes domestic 7nm line and 14nm production stability


title: tomshardware.com: Huawei sticks to 7nm for latest processor as chinas chip advancements stall
node_name: China 80% Chip Self-Sufficiency 2030 Inversion
created_at: 2026-06-20 11:00:06
url:
https://www.tomshardware.com/tech-industry/huawei-sticks-to-7nm-for-latest-processor-as-chinas-chip-advancements-stall


title: moderndiplomacy.eu: Mbridge and the future of finance from brics experiment to global dialogue
node_name: mBridge Financial Surveillance Architecture
created_at: 2026-06-20 11:00:06
url:
https://moderndiplomacy.eu/2025/09/23/mbridge-and-the-future-of-finance-from-brics-experiment-to-global-dialogue/


title: propertycasualty360.com: Maritime war risk insurance in the 2026 iran crisis
node_name: Insurance Weapon at Hormuz
created_at: 2026-06-20 11:00:06
url:
https://www.propertycasualty360.com/fcs/2026/03/18/maritime-war-risk-insurance-in-the-2026-iran-crisis/


title: visiontimes.com: Chinas chip production faces risk amid japans photoresist dominance
node_name: Japan Photoresist Nationalization
created_at: 2026-06-20 11:00:06
url:
https://www.visiontimes.com/2025/11/30/chinas-chip-production-faces-risk-amid-japans-photoresist-dominance.html


node_name: Japan Photoresist Nationalization
created_at: 2026-06-20 11:00:06
url:
https://www.trendforce.com/news/2025/12/03/news-japan-rumored-to-curb-photoresist-exports-as-china-targets-40-self-sufficiency-by-2026/

title:
trendforce.com: News japan rumored to curb photoresist exports as china targets 40 self sufficiency by 2026


node_name: Japan Photoresist Nationalization
created_at: 2026-06-20 11:00:06
url:
https://www.tomshardware.com/tech-industry/jsr-builds-first-taiwan-photoresist-plant-as-japanese-materials-makers-race-to-embed-next-to-tsmc

title:
tomshardware.com: Jsr builds first taiwan photoresist plant as japanese materials makers race to embed next to tsmc


title: euronews.com: Global trades next top priority bypassing the hormuz chokepoint
node_name: Cape of Good Hope False Safety Valve
created_at: 2026-06-20 11:00:06
url:
https://www.euronews.com/business/2026/05/12/global-trades-next-top-priority-bypassing-the-hormuz-chokepoint


node_name: Cape of Good Hope False Safety Valve
created_at: 2026-06-20 11:00:06
url:
https://simpleforwarding.com/the-double-chokepoint-navigating-the-simultaneous-blockade-of-the-red-sea-and-the-strait-of-hormuz/

title:
simpleforwarding.com: The double chokepoint navigating the simultaneous blockade of the red sea and the strait of hormuz


node_name: Taiwan 2028 Election Bifurcation
created_at: 2026-06-20 11:00:06
url:
https://atlasinstitute.org/how-the-2028-taiwanese-elections-could-determine-beijings-calculus-in-the-taiwan-strait/

title:
atlasinstitute.org: How the 2028 taiwanese elections could determine beijings calculus in the taiwan strait


title: asiasociety.org: National security without consensus taiwans domestic politics through 2028
node_name: Taiwan 2028 Election Bifurcation
created_at: 2026-06-20 11:00:06
url:
https://asiasociety.org/policy-institute/national-security-without-consensus-taiwans-domestic-politics-through-2028


title: cnbc.com: Russia ukraine war laser neon shortage threatens semiconductor industry
node_name: Neon-Ukraine Semiconductor Laser Dependency
created_at: 2026-06-20 11:00:06
url:
https://www.cnbc.com/2022/03/25/russia-ukraine-war-laser-neon-shortage-threatens-semiconductor-industry.html


title: usitc.gov: Ebot decarlo goodman ukraine neon and semiconductors
node_name: Neon-Ukraine Semiconductor Laser Dependency
created_at: 2026-06-20 11:00:06
url:
https://www.usitc.gov/publications/332/executive_briefings/ebot_decarlo_goodman_ukraine_neon_and_semiconductors.pdf


node_name: China Window Guidance Treasury Weapon
created_at: 2026-06-20 11:00:06
url:
https://markets.financialcontent.com/stocks/article/marketminute-2026-2-26-global-markets-shaken-as-beijing-triggers-stealth-sell-off-of-us-treasuries

title:
markets.financialcontent.com: Marketminute 2026 2 26 global markets shaken as beijing triggers stealth sell off of us treasuries


node_name: China Window Guidance Treasury Weapon
created_at: 2026-06-20 11:00:06
url:
https://markets.financialcontent.com/stocks/article/marketminute-2026-3-3-the-great-diversification-beijings-window-guidance-triggers-global-treasury-tremors

title:
markets.financialcontent.com: Marketminute 2026 3 3 the great diversification beijings window guidance triggers global treasury tremors


node_name: China Window Guidance Treasury Weapon
created_at: 2026-06-20 11:00:06
url:
https://markets.financialcontent.com/stocks/article/marketminute-2026-3-5-the-great-diversification-chinese-banks-accelerate-exit-from-us-treasuries-sending-yields-on-a-volatile-path

title:
markets.financialcontent.com: Marketminute 2026 3 5 the great diversification chinese banks accelerate exit from us treasuries sending yields on a volatile path


title: defenseone.com: 404776
node_name: Munitions-Mineral Circular Trap
created_at: 2026-06-20 11:00:06
url:
https://www.defenseone.com/threats/2025/04/chinas-rare-earth-mineral-squeeze-will-hit-pentagon-hard/404776/


title: cnbc.com: China trump xi rare earth defense critical mineral trade war tariffs
node_name: Munitions-Mineral Circular Trap
created_at: 2026-06-20 11:00:06
url:
https://www.cnbc.com/2025/10/14/china-trump-xi-rare-earth-defense-critical-mineral-trade-war-tariffs.html


title: insurancebusinessmag.com: A ceasefire wont reopen the insurance market not yet 571314
node_name: Dual War Risk Insurance Capacity Exhaustion
created_at: 2026-06-20 11:00:06
url:
https://www.insurancebusinessmag.com/us/news/marine/a-ceasefire-wont-reopen-the-insurance-market--not-yet-571314.aspx


title: container-mag.com: Strait of hormuz closure container shipping dual chokepoint crisis
node_name: Dual Chokepoint Shipping Collapse 2026
created_at: 2026-06-20 11:00:06
url:
https://container-mag.com/2026/03/01/strait-of-hormuz-closure-container-shipping-dual-chokepoint-crisis/


title: chathamhouse.org: Maritime chokepoints could be worse hormuz
node_name: Dual Chokepoint Shipping Collapse 2026
created_at: 2026-06-20 11:00:06
url:
https://www.chathamhouse.org/publications/the-world-today/2026-06/maritime-chokepoints-could-be-worse-hormuz


title: bisi.org.uk: From oil crisis to currency crisis the knock on shock in emerging markets
node_name: EM Triple Deficit Death Spiral
created_at: 2026-06-20 11:00:06
url:
https://bisi.org.uk/reports/from-oil-crisis-to-currency-crisis-the-knock-on-shock-in-emerging-markets


title: allianz-trade.com: Middle east energy price premium emerging markets
node_name: EM Triple Deficit Death Spiral
created_at: 2026-06-20 11:00:06
url:
https://www.allianz-trade.com/en_global/news-insights/economic-insights/middle-east-energy-price-premium-emerging-markets.html


title: unctad.org: Hormuz disruption deepens global economic strain across trade prices and finance
node_name: EM Triple Deficit Death Spiral
created_at: 2026-06-20 11:00:06
url:
https://unctad.org/news/hormuz-disruption-deepens-global-economic-strain-across-trade-prices-and-finance


title: cyberwarzone.com: Volt typhoon chinas critical infrastructure pre positioning campaign
node_name: Volt Typhoon Pre-Conflict Positioning
created_at: 2026-06-20 11:00:06
url:
https://cyberwarzone.com/2026/03/09/volt-typhoon-chinas-critical-infrastructure-pre-positioning-campaign/


node_name: Volt Typhoon Pre-Conflict Positioning
created_at: 2026-06-20 11:00:06
url:
https://blog.eclecticiq.com/the-escalating-cyber-risk-landscape-in-regional-conflicts-strategic-actions-for-2026

title:
blog.eclecticiq.com: The escalating cyber risk landscape in regional conflicts strategic actions for 2026


title: piie.com: Taking geopolitically motivated us swap lines too far would harm
node_name: Dollar Liquidity Paradox Crisis Mechanism
created_at: 2026-06-20 11:00:06
url:
https://www.piie.com/publications/policy-briefs/2026/taking-geopolitically-motivated-us-swap-lines-too-far-would-harm


title: bostonfed.org: Kloks SwapLines
node_name: Dollar Liquidity Paradox Crisis Mechanism
created_at: 2026-06-20 11:00:06
url:
https://www.bostonfed.org/-/media/Documents/events/2025/stress-testing-research-conference/Kloks_SwapLines.pdf


title: americanactionforum.org: Ai data center power surge shifting trends toward natural gas
node_name: AI-Energy-Hormuz Compute Crisis Nexus
created_at: 2026-06-20 11:00:06
url:
https://www.americanactionforum.org/insight/ai-data-center-power-surge-shifting-trends-toward-natural-gas/


title: itif.org: Four reasons new ai data centers wont overwhelm the electricity grid
node_name: AI-Energy-Hormuz Compute Crisis Nexus
created_at: 2026-06-20 11:00:06
url:
https://itif.org/publications/2026/04/07/four-reasons-new-ai-data-centers-wont-overwhelm-the-electricity-grid/


title: aljazeera.com: Us east asian allies in legal quandary as trump seeks help in the middle east
node_name: Allied Deterrence Refusal Gap
created_at: 2026-06-20 11:00:06
url:
https://www.aljazeera.com/news/2026/3/19/us-east-asian-allies-in-legal-quandary-as-trump-seeks-help-in-the-middle-east


node_name: Allied Deterrence Refusal Gap
created_at: 2026-06-20 11:00:06
url:
https://bisi.org.uk/reports/the-allys-paradox-what-south-koreas-2026-crisis-reveals-about-dependency-in-the-indo-pacific

title:
bisi.org.uk: The allys paradox what south koreas 2026 crisis reveals about dependency in the indo pacific


node_name: Chokepoint Recovery Asymmetry
created_at: 2026-06-20 11:00:06
url:
https://theconversation.com/the-strait-of-hormuz-is-reopening-but-global-shipping-wont-return-to-normal-for-months-285313

title:
theconversation.com: The strait of hormuz is reopening but global shipping wont return to normal for months 285313


node_name: Chokepoint Recovery Asymmetry
created_at: 2026-06-20 11:00:06
url:
https://www.business-standard.com/world-news/hormuz-is-reopening-but-global-shipping-wont-return-to-normal-for-months-126061900095_1.html

title:
business-standard.com: Hormuz is reopening but global shipping wont return to normal for months 126061900095 1


title: thedailystar.net: Why the strait hormuz reopening wont ease price pressures anytime soon 4203361
node_name: Chokepoint Recovery Asymmetry
created_at: 2026-06-20 11:00:06
url:
https://www.thedailystar.net/slow-reads/geopolitical-insights/news/why-the-strait-hormuz-reopening-wont-ease-price-pressures-anytime-soon-4203361


title: carnegieendowment.org: Us china relations for the 2030s toward a realistic scenario for coexistence
node_name: Peak Danger Subwindow 2029-2030
created_at: 2026-06-20 11:00:06
url:
https://carnegieendowment.org/research/2024/10/us-china-relations-for-the-2030s-toward-a-realistic-scenario-for-coexistence


title: Bloomberg: China pakistan issue joint call for ceasefire reopening hormuz
node_name: China Hormuz Peace Arbitrage
created_at: 2026-06-20 11:00:06
url:
https://www.bloomberg.com/news/articles/2026-03-31/china-pakistan-issue-joint-call-for-ceasefire-reopening-hormuz


title: akingump.com: Housesenate advance ai provisions via ndaa kicking off conference process
node_name: GAIN AI Act Wartime Compute Allocation
created_at: 2026-06-20 11:00:06
url:
https://www.akingump.com/en/insights/alerts/housesenate-advance-ai-provisions-via-ndaa-kicking-off-conference-process


title: mlstrategies.com: 2026 02 04 026 ai policy and semiconductor outlook how federal
node_name: GAIN AI Act Wartime Compute Allocation
created_at: 2026-06-20 11:00:06
url:
https://www.mlstrategies.com/insights-center/viewpoints/54031/2026-02-04-_026-ai-policy-and-semiconductor-outlook-how-federal


title: nationalinterest.org: Why the us military could lose the contest for materials crucial to ai
node_name: GAIN AI Act Wartime Compute Allocation
created_at: 2026-06-20 11:00:06
url:
https://nationalinterest.org/blog/techland/why-the-us-military-could-lose-the-contest-for-materials-crucial-to-ai


node_name: MAED Breaking Point Mechanism
created_at: 2026-06-20 11:00:06
url:
https://www.defenceconnect.com.au/geopolitics-and-policy/12765-mutually-assured-destruction-war-over-taiwan-would-decimate-both-economies

title:
defenceconnect.com.au: 12765 mutually assured destruction war over taiwan would decimate both economies


title: stlouisfed.org: Economic effects of potential armed conflict over taiwan
node_name: Chokepoint Policy Exhaustion Trap
created_at: 2026-06-20 11:00:06
url:
https://www.stlouisfed.org/publications/review/2025/feb/economic-effects-of-potential-armed-conflict-over-taiwan


title: thedailyeconomy.org: Indebted to the printing press fiscal dominance is no longer theoretical
node_name: Chokepoint Policy Exhaustion Trap
created_at: 2026-06-20 11:00:06
url:
https://thedailyeconomy.org/article/indebted-to-the-printing-press-fiscal-dominance-is-no-longer-theoretical/


title: hudson.org: Asias nuclear reckoning crisis us deterrence patrick cronin
node_name: Allied Nuclear Recalculation Cascade
created_at: 2026-06-20 11:00:06
url:
https://www.hudson.org/arms-control-nonproliferation/asias-nuclear-reckoning-crisis-us-deterrence-patrick-cronin


title: nbr.org: Introduction preventing the erosion of extended deterrence in the indo pacific
node_name: Allied Nuclear Recalculation Cascade
created_at: 2026-06-20 11:00:06
url:
https://www.nbr.org/publication/introduction-preventing-the-erosion-of-extended-deterrence-in-the-indo-pacific/


node_name: Allied Nuclear Recalculation Cascade
created_at: 2026-06-20 11:00:06
url:
https://www.atlanticcouncil.org/in-depth-research-reports/report/a-rising-nuclear-double-threat-in-east-asia-insights-from-our-guardian-tiger-i-and-ii-tabletop-exercises/

title:
atlanticcouncil.org: A rising nuclear double threat in east asia insights from our guardian tiger i and ii tabletop exercises


title: cfr.org: Why u s allies in asia are chasing nuclear energy and eyeing nuclear weapons
node_name: Allied Nuclear Recalculation Cascade
created_at: 2026-06-20 11:00:06
url:
https://www.cfr.org/articles/why-u-s-allies-in-asia-are-chasing-nuclear-energy-and-eyeing-nuclear-weapons


title: cambridge.org: 0AEF98D2F232072409E9556620AE09B0
node_name: Dollar Marginalization Intermediate State
created_at: 2026-06-20 11:00:06
url:
https://cambridge.org/core/elements/can-brics-dedollarize-the-global-financial-system/0AEF98D2F232072409E9556620AE09B0


node_name: Taiwan Finlandization Endgame Scenario
created_at: 2026-06-20 11:00:06
url:
https://globaltaiwan.org/2026/05/the-reorientation-of-middle-powers-and-taiwans-strategic-window-in-the-indo-pacific-2026-2030/

title:
globaltaiwan.org: The reorientation of middle powers and taiwans strategic window in the indo pacific 2026 2030


title: corporate.vanguard.com: Oil shock complicates central bank outlooks
node_name: Commodity Cascade Stagflation Mechanism
created_at: 2026-06-20 11:00:06
url:
https://corporate.vanguard.com/content/corporatesite/us/en/corp/vemo/oil-shock-complicates-central-bank-outlooks.html


title: bostonfed.org: Reassessing us economys vulnerability oil shocks
node_name: Commodity Cascade Stagflation Mechanism
created_at: 2026-06-20 11:00:06
url:
https://www.bostonfed.org/publications/current-policy-perspectives/2026/reassessing-us-economys-vulnerability-oil-shocks.aspx


title: Bloomberg: The petrodollar loop supporting the treasury market is broken
node_name: Petrodollar Recycling Loop Collapse
created_at: 2026-06-20 11:00:06
url:
https://www.bloomberg.com/opinion/articles/2026-04-06/the-petrodollar-loop-supporting-the-treasury-market-is-broken


node_name: Volt Typhoon Taiwan Cyber Trigger
created_at: 2026-06-20 11:00:06
url:
https://industrialcyber.co/industrial-cyber-attacks/iiss-notes-volt-typhoons-targeting-of-us-infrastructure-signals-disruptive-intent-beyond-espionage/

title:
industrialcyber.co: Iiss notes volt typhoons targeting of us infrastructure signals disruptive intent beyond espionage


node_name: Volt Typhoon Taiwan Cyber Trigger
created_at: 2026-06-20 11:00:06
url:
https://industrialcyber.co/reports/chinas-typhoon-cyber-operations-target-us-critical-infrastructure-sectors-in-move-toward-large-scale-disruption/

title:
industrialcyber.co: Chinas typhoon cyber operations target us critical infrastructure sectors in move toward large scale disruption


title: deloitte.com: Semiconductor industry outlook
node_name: Chip Ecosystem Bifurcation MAED Erosion
created_at: 2026-06-20 11:00:06
url:
https://www.deloitte.com/us/en/insights/industry/technology/technology-media-telecom-outlooks/semiconductor-industry-outlook.html


title: thediplomat.com: Chinas 5 year plan has moved beyond the chip war washington hasnt noticed
node_name: Chip Ecosystem Bifurcation MAED Erosion
created_at: 2026-06-20 11:00:06
url:
https://thediplomat.com/2026/03/chinas-5-year-plan-has-moved-beyond-the-chip-war-washington-hasnt-noticed/


title: americanaffairsjournal.org: Innovation under pressure chinas semiconductor industry at a crossroads
node_name: Chip Ecosystem Bifurcation MAED Erosion
created_at: 2026-06-20 11:00:06
url:
https://americanaffairsjournal.org/2026/02/innovation-under-pressure-chinas-semiconductor-industry-at-a-crossroads/


title: yolegroup.com: Chinas next move the five year plan that could reshape semiconductors
node_name: Chip Ecosystem Bifurcation MAED Erosion
created_at: 2026-06-20 11:00:06
url:
https://www.yolegroup.com/strategy-insights/chinas-next-move-the-five-year-plan-that-could-reshape-semiconductors/


node_name: Chip Ecosystem Bifurcation MAED Erosion
created_at: 2026-06-20 11:00:06
url:
https://warontherocks.com/the-burn-and-the-choke-why-semiconductor-controls-will-outlast-chinas-rare-earth-weapon/

title:
warontherocks.com: The burn and the choke why semiconductor controls will outlast chinas rare earth weapon


