Miscellaneous News
- Thread starter bd popeye
- Start date
which one is lithography machine?
2026 Taiwan f16 first mamba
Breaking: Trump is captured by PLA special forces tonight. 
The strong do what they can and the weak suffer what they must.
plawolf
Lieutenant General
This is why China’s moves will be phased in slowly to minimise blowback.
However, the fact that the opening move is rare earths is actually very telling about how serious China is on this. This move is meant to convey a clear and unambiguous message about both how seriously China takes this matter, and how strong its resolve is.
Speaking of resolve, as I mentioned before, those moves will not be made in isolation, and you can absolutely bet that China already have a comprehensive list of items that it imports from Japan which need domestic alternatives and that colossal resources will be poured into building up domestic suppliers to catch up both in terms of quality, but also boost production capacity to be able to fully replace Japanese imports in terms of total volume as well.
Indeed, if the list of such products are small enough, China may well be expanding this domestic replacement drive to cover critical components Japan exports to the rest of the world, to use Chinese alternatives as both a carrot to reduce the market and industrial disruption of more forcefully Chinese moves further down the line.
The real kicker is that once a decision of such magnitude and significance has been made, there is basically no going back. This means that while China has set a total countdown of 3 years before it will make a big call on whether or not to actually move against Japan militarily, the time Japan has left to avert an economic tsunami of existential proportions to whole swaths of its remaining industries is actually far far shorter, if not outright past the point of no return. 3 years is when Chinese domestic alternatives are meant to fully replace Japanese imports, but working back, real financial and industrial decisions need to be made now and massive amounts of capital and resources spent soon to achieve those goals.
Once those investment decisions are made, Chinese companies are going to eat their Japanese competitors alive even if the Japanese government later reversed course.
In many respects, the real damage has already been done, and now it’s just a case of waiting to reap the whirlwind.
I'm not going to name names, but some names keep constantly coming up as an endless source of stupid takes. It's just non-stop. If anyone thinks Japan's supply chain cannot be made completely redundant within a few years, they've been really busy eating playdoh for this past five years.
