Key Insights:

Brad DeLong: “I have one key insight: everyone should subscribe to Foreign Affairs and read Dan Wang’s forthcoming piece…”

Noah Smith: “There are no good models in history for what China is doing…”

Dan Wang: “There are lots of questions about industrial policy that it is very difficult to answer…”

And as always, the last key insight is: Hexapodia!

References:

Ian Cutress: TSMC: We have 50% of All EUV Installations, 60% Wafer Capacity <https://www.anandtech.com/show/16042/tsmc-we-have-50-of-all-euv-installations-60-wafer-capacity>

Ian Cutress: Intel’s x86 Designs No Longer Limited to Intel on Intel: IP Blocks for Foundry, Cores on TSMC <https://www.anandtech.com/show/16575/intels-x86-designs-no-longer-limited-to-intel-on-intel-ip-blocks-for-foundry-cores-on-tsmc>

Ian Cutress: US Charges Huawei for Technology Theft & Violating Sanctions, China Rebukes "Unreasonable Crackdown" <https://www.anandtech.com/show/13911/us-charges-huawei-for-technology-theft-violating-sanctions-china-rebukes-unreasonable-crackdown>

Henry Farrell & Abraham Newman: Weaponized Globalization: Huawei & the Emerging Battle over 5G Networks

Henry Farrell & Abraham Newman: Weaponized Interdependence: How Global Economic Networks Shape Coercion & Surveillance <https://www.dropbox.com/s/cbv95thldv2dzro/%20Post%20Proofreading%20Weaponized%20Interdependence_IS_Submission.docx?dl=0>

Andrei Frumusanu: Intel 3rd Gen Xeon Scalable (Ice Lake SP) Review: Generationally Big, Competitively Small <https://www.anandtech.com/show/16594/intel-3rd-gen-xeon-scalable-review>

Andrei Frumusanu: Apple Announces The Apple Silicon M1: Ditching x86 - What to Expect, Based on A14 <https://www.anandtech.com/show/16226/apple-silicon-m1-a14-deep-dive>

Andrei Frumusanu: The 2020 Mac Mini Unleashed: Putting Apple Silicon M1 to the Test <https://www.anandtech.com/show/16252/mac-mini-apple-m1-tested>

Andrei Frumusanu: TSMC Confirms Halt to Huawei Shipments In September <https://www.anandtech.com/show/15915/tsmc-confirms-halt-to-huawei-shipments-in-september>

Barry Naughton: Growing Out of the Plan: Chinese Economic Reform, 1978-1993 <https://books.google.com/books?id=LzzgQP0BX34C>

Barry Naughton: The Rise of China's Industrial Policy, 1978 To 2020 <https://books.google.com/books?id=1xdezgEACAAJ>

Yingyi Qian: How Reform Worked in China: The Transition from Plan to Market <https://books.google.com/books?id=eKZADwAAQBAJ>

Anton Shilov: ASML Ramps Up EUV Scanners Production: 35 in 2020, Up to 50 in 2021 <https://www.anandtech.com/show/15428/asml-ramps-up-euv-scanners-production-35-in-2020-45-50-in-2021>

Dan Wang: 2020 Letter <https://danwang.co/2020-letter>

&, of course:

Vernor Vinge: A Fire Upon the Deep <https://books.google.com/books?id=fCCWWgZ7d6UC>

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