Meanwhile, and this is just something I'm pondering..
- You need to dig into this subject, but there are reports that TSMC has put plans to "offshore" its Fabs on the back-burner. This gets complicated quickly, TSMC wants to keep its manufacture of top-end chips on home soil, which is logical except for those plans of an invasion from the mainland.
- AUKUS has gone fairly silent. Anyone seen any updates about Australia updating its shipyards or naval bases? Like, any news at all? Want ads for shipyard jobs? Navy recruitment goals? Anything?
-Is it possible that the PLA is backing off on those "reunification" goals? Are those reports of military corruption a sign of the PLA getting knocked down a peg or are they thinning out the commanders to get some fresh blood for 2027/2028?
I admit I'm being vague and more than a little cagey. I'd like to read what the rest of you think.
