Japan's Strategic Shift
Japan's demographic decline has led to a significant offshoring of its industry, particularly to the U.S., reshaping its international relationships. The country has successfully navigated trade agreements with both the Trump and Biden administrations, solidifying its role within the American network. As sanctions against China on semiconductors take effect, Japan finds itself aligned with the U.S., leaving China struggling to keep pace in the advanced chip market.In this clip
From this podcast
The Peter Zeihan Podcast Series
Semiconductors: China's the Odd Man Out
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