Cadence – Page 3

Cadence of Conflict: Asia, November 8, 2021

SymphonyNovember 7, 2021

China tripped the alarm. Revelations of a US aircraft carrier -shaped target in China’s Taklamakan Desert doesn’t exactly resemble a friendly trick-or-treat visit. Congress is upset, calling this the closest we’ve ever been. Washington tries to use calm rhetoric, saying they don’t foresee problems until 2024—it used to be 2025. But these days, they leave more and more room to avoid being wrong should a scuffle go ballistic in the Pacific.

The tech industry certainly is paying attention. Intel is building at five sites, three in the US, one in Ireland, and one in Israel. At the same time, the US government is questioning chip makers about their supply chains. One of those is TSMC, in Taiwan. Now, Congress wants to spend $52B on subsidies for chip makers inside the US. The message is clear: America is getting ready for a China-initiated disruption in the chip supply chain, the largest part in the world of which goes through Taiwan.

By the look of it, 2025 is the year when China will both be militarily dangerous and, for the chip industry, will no longer matter. While some news outlets cast China’s economy in a positive light, others show deep reasoning to sound the economic alarms. It looks like China is getting into a tighter and tighter pinch, and China’s economic response is the same as its response to political disfavor: marketing.

This week, the EU says it has unanimous support to strengthen relations with Taiwan—specifically because of China’s aggression.

In Cadence

Cadence of Conflict: Asia, November 1, 2021

SymphonyNovember 1, 2021

China has been told, then told again. This week, China was told again again again. The EU gave a blistering rebuke to China’s unsolicited three cents about what other governments call their offices. Specifically, Taiwan is labeling it’s representative office in Lithuania as “Taiwan”. China recalled and expelled diplomats with Lithuania in wake of the matter.

Moves like this show the disturbing psychology guiding the Chinese. Reducing communication does not improve China’s position; it diminishes China’s position. So, why would China do that for anything other than histrionic reasons? The recall of its office in Lithuania resembles Napoleon storming out of his own cabinet meeting just before he fell from power. Moreover, analysis such as this does not cause the Chinese mind to reconsider; the Chinese see the warnings as conjured propaganda without substance.

As if the EU’s response over Lithuania wasn’t enough, US Secretary of State Blinken told Chinese Foreign Minister Wang where the bear crapped in the buckwheat. China’s been aggressive; that’s bad. Single-sided—AKA “unilateral”—action to alter the status quo with Taiwan—AKA “invasion”—is unacceptable. The US will intervene. This may be news to the ears of those in China’s echo chamber where selective listening is the norm. Yes, China may be unaware that the US plans to respond if China invaded Taiwan, even after all that has happened. China’s frame of mind could come partly from three decades of countries letting China push them around. But all of a sudden, a fresh wind blew through the G-20.

In Cadence

Cadence of Conflict: Asia, October 25, 2021

SymphonyOctober 25, 2021

Taiwan was thrust into a position without being asked. In 1971, the United Nations removed the Taipei-seated government known today as “Taiwan” and switched to recognizing the Beijing-based government known as “China”. The Taiwanese were elbowed out of the global forum. Now, the US is working to bring Taiwan back in, but not the same way as in 1971. If the trend continues, China and Taiwan would both have a place in the General Assembly, though no government would admit that outcome quite yet.

At the same time Washington swoons the world and Taiwan toward each other, we hear the old fashioned, non-Trump, typical vibrato from the Biden administration. Biden’s own China ambassador nominees says China can’t be trusted. That kind of diplomacy is rooted in neither Trump’s success-at-any-cost focused strategy nor the moderate go-along-to-get-along mantra. Washington Democrats have read the polls and calculated that hating on China is popular with the electorate. This administration will blame and shame China more than Trump. Expect a WWI style war reparations ending to the coming scuffle, not the rebuilding WWII effort MacArthur did in conquered Japan.

Afghanistan’s failure is a false signal to China, but the Beijing echo chamber sees it as a true sign the US is weak. They don’t get it. America wanted out of Afghanistan. And, Americans won’t want post-Afghanistan disaster to hit Taiwan. China is an election campaign whipping boy, but can’t figure out that because China doesn’t know what an election really is.

In Cadence

Cadence of Conflict: Asia, October 11, 2021

SymphonyOctober 11, 2021

Biden is creating a special center within CIA for China. Xi Jinping is irate. Biden knows China almost as well as Trump. He met with Chinese officials as Vice President. While Trump played a “good cop” routine on China, Biden is in a better position to be less diplomatic. After all, hating on China does well in the polls, which Biden desperately needs for Democrats.

The US has been secretly training Taiwan special forces for over a year. The revelation comes from a report, officially recognized by the Pentagon. This all comes in the context of the US reaffirming its dedication to Taiwan.

Is the US trying to deter invasion from China by affirming commitment to stopping China? Or, is the US trying to provoke China by affirming commitment under the guise of deterring invasion from China? Which is it? In geopolitical strategy terms, the answer is: yes. In military buildup, deterring is provocation and provocation is deterrence; but wars are started because people want them to start. Deterrence and provocation are merely measures we take to excuse what we really want.

If the US didn’t want a war with China, then shipping jobs to China would never have been allowed in the first place. But, coupon clippers and Washington big hats agreed on the path that brought us here. And, make no mistake about it: we are here. Now, the world only needs one foreseeable yet somehow unforeseen surprise to spin the accelerating wheel into going out of control.

In Cadence

Cadence of Conflict: Asia, October 4, 2021

SymphonyOctober 4, 2021

This weekend saw yet another step-up in Chinese aggression—over 90 incursions in three days. While the world asks, “WTF!?” Taiwan rallies international support based on its IC chip industry. Taiwan supplies a good portion of the world’s semiconductors. If China invaded Taiwan, that could pretty much shut down the world’s supply of phones and computers. Coming from Taiwan, it’s almost a PR campaign: “We make your tech work; if China hurts us, then China hurts you too.”

This past weekend was a national holiday for Taiwan and China, celebrating the founding of their common government in history. It is not unusual for military saber rattling to step up about this time of year. That doesn’t mean China isn’t a threat. That means China used its easy excuse to make more threats.

The US responded by clearing its throat, reminding the world of its many military assets in the region. The Philippines wants the Mutual Defense Treaty with the US to have stronger language, clarifying just how much protection the US would bring. China thinks it has standing to object to a treaty for which it is not a party. And, China said Taiwan can expect more next year if the “collusion” between Taiwan and the US doesn’t stop. “Collusion”—that’s how China sees things. Perhaps the word “paranoid” has relevance somewhere.

In Cadence

Cadence of Conflict: Asia, September 27, 2021

SymphonySeptember 27, 2021

The Huawei heir apparent and CFO, Meng, walked. She confessed, then flew home. China immediately released the two Canadians both named Michael, which China had previously said were not detained in any connection to Meng; but they were both released in connection to Meng. The world saw what China did because China did something once again.

Meng gets “deferred prosecution”, meaning she’s guilty, but as a foreigner she goes home because of some arrangement such as her confession. Her charges will be dropped in December 2022, only on condition that she does not contest points connected to her case as to fact. That gives the US 14 months to use her confession as grounds for deciding which countries and big companies to sanction, et cetera.

If we use China’s promise about Hong Kong as any example, we can expect the heat to turn up so high that Meng eventually breaks her promise and charges resume. With what action from the US could come, China may expect her to break her promise and accuse the US, more or less, of lying. If she doesn’t do what China expects, she may wish she was still enjoying her prison-mansions in Canada. Either way, her goose is cooked. The world is learning even more about China. And, the West marches on with its goals.

This week, five more countries urged the UN to recognize Taiwan. That makes twelve out of fifteen formal allies.