All Hat No CATL: Are State Leaders Wising up to China’s Industrial Threat?March 2, 2023
Ford has announced that it will collaborate with a Chinese State-backed supplier in establishing a battery plant for electric vehicles in Michigan. This despite the fact that an EV battery plant dependent on Chinese technology runs contrary to ambitions to shore up dependence on Chinese players and increase sustainable American industrial capacity.
Why Dell Ditching Chinese Chips Is Great, but Not EnoughJanuary 18, 2023
For decades, US companies have been swayed by the siren song of cheap production and rapid market growth in China. Dell, which announced at the start of this year that it intends to stop using semiconductors made in China by 2024, could be at the vanguard of reversing this trend. Or it could be putting a band-aid on a bullet hole.
Hard Problems: The US Tech Sector Is Ignoring the China ThreatSeptember 16, 2022
It is time for the US tech sector to recognize the near and present national security threat China poses; to get on the right side of history. For the US to prevail against a centralized, Communist system, its tech sector will have to lead, proactively. Markets will reward this. The country needs it.
The Lesson of Pelosi’s Taiwan Visit: Win The Production Battle, Win the WarAugust 23, 2022
Positioning for the industrial competition at hand will require the US national security community to recognize that today's geopolitical contest may not be fought with missiles. Except, that is, as it applies to where those missiles are made. This is a war to be won on the factory floor. And it started long before Pelosi’s Taiwan visit.
The True Cost of China Exposure and What To Do About ItAugust 6, 2022
US industry is seeing the accumulated debts of decades of offshoring – and decades of offshoring to geopolitical adversaries – reach maturity. It’s time to adopt a new model. Instead of optimizing for the lowest costs, the US needs to start optimizing for resilience