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TSMC Cuts China's Access to Advanced Chips || Peter Zeihan
Manage episode 451453493 series 3472100
内容由Peter Zeihan提供。所有播客内容(包括剧集、图形和播客描述)均由 Peter Zeihan 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal。
The recent discovery of TSMC chips in Huawei devices has revealed some gaps in the US sanctions on China.
Join the Patreon here: https://www.patreon.com/PeterZeihan
Full Newsletter: https://mailchi.mp/zeihan/tsmc-cuts-chinas-access-to-advanced-chips
624集单集
Manage episode 451453493 series 3472100
内容由Peter Zeihan提供。所有播客内容(包括剧集、图形和播客描述)均由 Peter Zeihan 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal。
The recent discovery of TSMC chips in Huawei devices has revealed some gaps in the US sanctions on China.
Join the Patreon here: https://www.patreon.com/PeterZeihan
Full Newsletter: https://mailchi.mp/zeihan/tsmc-cuts-chinas-access-to-advanced-chips
624集单集
所有剧集
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The Peter Zeihan Podcast Series


The US is plugging a loophole in the trade system called "de minimis" which allowed imported goods under $800 to bypass tariffs and traditional customs processes. This system will end on May 2, and these small packages will now face a 90% tariff and $75 minimum fee. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://mailchi.mp/zeihan/bye-bye-de-minimis…
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The Peter Zeihan Podcast Series


The Trump administration can put out as much trade deal fluff as they want, but the reality is that the internal dysfunction and unpredictable nature of this admin will impede most deals from ever making it out of an email chain. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://mailchi.mp/zeihan/dont-expect-many-trade-deals…
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The Peter Zeihan Podcast Series


What could have happened much, much further down the road (or even avoided given the right circumstances) is now in the headlines - the US is headed into a recession. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://mailchi.mp/zeihan/wait-the-recession-is-already-here…
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The Peter Zeihan Podcast Series


Here's a video I recorded while I was in New Zealand at the end of 2024. In this video, we cover a question that the US is still trying to answer - should the US maintain its presence in the Middle East? Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://mailchi.mp/zeihan/should-the-us-stay-in-the-middle-east…
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The Peter Zeihan Podcast Series


Trump's endless tariff policies will likely hit just about every corner of the American economy, but the US housing industry is poised to take a devastating blow. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://mailchi.mp/zeihan/i-hope-you-didnt-want-to-buy-a-home
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The Peter Zeihan Podcast Series


If you're like me, you've probably sat at your computer for hours on end, reading tons of articles, watching countless interviews, and you still have one question...Does Trump have any strategy at all? Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://mailchi.mp/zeihan/is-trump-playing-4d-chess…
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The Peter Zeihan Podcast Series


The tariffs on China are now effectively 145% and penalties tied to Venezuelan oil could raise that to 170%. Trump's tariff policies are nearing the triple digits, so the level of uncertainty filling every board room is chilling. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://mailchi.mp/zeihan/of-tariffs-manufacturing-and-psas…
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The Peter Zeihan Podcast Series


It's hard to equate Trump's tariff policies to much of anything, but the movie "Unstoppable" where Denzel Washington needs to stop a runaway train might be the best I can come up with. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://mailchi.mp/zeihan/a-new-trade-act…
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The Peter Zeihan Podcast Series


One of the countries who got caught up in the 'Liberation Day' crossfire was Vietnam. Through an arbitrary and poorly informed process, Vietnam was slapped with a 46% tariff. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://mailchi.mp/zeihan/tariff-spotlight-vietnam…
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The Peter Zeihan Podcast Series


The Spaniards have been on an economic hot streak as of late. So, what have they been doing right, and will this streak continue? Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://mailchi.mp/zeihan/ostia-spains-economy-is-booming
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The Peter Zeihan Podcast Series


The 2025 US threat assessment has revealed that India is now a significant source of precursor chemicals used in fentanyl production, alongside China. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://mailchi.mp/zeihan/india-complicates-the-us-fentanyl-crisis
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The Peter Zeihan Podcast Series


It appears that democracy has fallen in Turkey, as Erdogan has arrested his only major political challenger - Istanbul's mayor, Ekrem İmamoğlu. With Erdogan's suppression of his (only) political opposition, he has signaled the transition from a democracy to an autocracy. Join the Patreon here: https://www.patreon.com/PeterZeihan Full Newsletter: https://mailchi.mp/zeihan/turkey-takes-a-break-from-democracy…
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The Peter Zeihan Podcast Series


Our next Live Q&A on Patreon is here! On April 9, Peter will join the Analyst members on Patreon for question time! In order to get in on the fun, join the 'Analyst tier' on Patreon before April 9. Join the Patreon here: https://www.patreon.com/PeterZeihan Well, the fat lady ain't singing yet. Late yesterday, more updates on Trump's tariffs were released. Full Newsletter: https://mailchi.mp/zeihan/the-tariffs-stalk-at-midnight…
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The Peter Zeihan Podcast Series


Our next Live Q&A on Patreon is here! On April 9, Peter will join the Analyst members on Patreon for question time! In order to get in on the fun, join the 'Analyst tier' on Patreon before April 9. Join the Patreon here: https://www.patreon.com/PeterZeihan Trump has announced his first big batch of tariffs (that's right, what's happened until this point is fairly small compared to the new stuff). Here's a snapshot of where this one round will take us... Full Newsletter: https://mailchi.mp/zeihan/trumps-tariffs-reciprocal-edition…
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The Peter Zeihan Podcast Series


Our next Live Q&A on Patreon is here! On April 9, Peter will join the Analyst members on Patreon for question time! In order to get in on the fun, join the 'Analyst tier' on Patreon before April 9. Join the Patreon here: https://www.patreon.com/PeterZeihan Well, it finally happened. Word got back to President Trump that Putin and the Russians were making a fool of him in their negotiations and peace talks, so the obvious next step is to throw some more tariffs at them... Full Newsletter: https://mailchi.mp/zeihan/secondary-tariffs-and-trump-gets-pissed-off…
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