What Happens If China Disappears Overnight? | Peter Zeihan

What Happens If China Disappears Overnight? | Peter Zeihan
In this insightful discussion, the speaker delves into the intricacies of North American manufacturing, supply chains, and the impact of globalization on various industries. Key points include:
Automotive Manufacturing: Over 90% of auto supply chains for vehicles sold in North America are manufactured locally. Challenges and adaptations faced by European and Asian companies in this sector are highlighted.
Heavy Vehicles: The dominance of Chinese manufacturers in forklifts and construction equipment is discussed, along with potential impacts and solutions as geopolitical dynamics shift.
Electronics and Computing: The complexities of the electronics supply chain, particularly in semiconductor manufacturing, are explored. The dependence on Taiwanese and South Korean production and the implications of the U.S. CHIPS Act are analyzed.
Semiconductors: Different types of semiconductors, from advanced 10nm chips to basic 90nm chips, are examined. The role of Chinese manufacturing in the Internet of Things (IoT) and the challenges of building domestic production capabilities in North America are outlined.
Future Outlook: The necessity of building robust, localized supply chains and the potential of collaborations with Mexico are emphasized, particularly in anticipation of disruptions in Chinese manufacturing.
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[@johnsouth3912]

When he says labor intensive he really means robotic intensive.

[@user-oj3ip3qi9y]

Capitalism will overcome each and every obstacle.

[@timb5817]

Stolen content???

[@JVendittelli]

BS