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Marcus Schuler

marcus-schuler.com

did:plc:lao6esrizvfh6fobmyegun6s

China lost 22% of crude imports in 87 days. $690B AI capex depends on Taiwan chips. Oil arithmetic meets silicon geography. #semiconductors #geopolitics #supply https://www.implicator.ai/three-fronts-87-days-the-squeeze-on-china-now-runs-through-silicon-valley/

2026-03-08T06:58:58.592Z