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#export-control

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01 ·Supply Chain·★ MEMBER·9 min read The Geopolitics of Chips — Export Controls and Supply Chain Rewiring, Explained Technically Why chokepoints form exactly where they do, from three conditions: physics, fixed cost, and tacit knowledge. Covers the technical reason controls are written as numeric thresholds, the common-cause formula that kills dual sourcing, and the learning curve that sets how fast a substitute can arrive.