Comment by lopsotronic
2 days ago
You also have to ponder how it looks when you remove the Chinese supply chain for all those commodity parts. Which will almost certainly be the case if we decide to punch that dance card.
Having a boundless cornucopia of servos and radios will affect the shape of your logistics/maintenance/fabrication complex.
That's not just a "Ukraine Problem" either.
Ukraine and Taiwan quietly cooperate in weapons development and production, especially drones.[1] They both have big, aggressive neighbors. Ukraine knows how to fight them, and Taiwan can make electronics in quantity. Ukraine is starting to get cooperation from Japan, too, but that's in an earlier stage.[2] With Taiwan, it's serious.
The paper doesn't mention Ukraine at all, yet it's all about the kind of war that Ukraine is fighting.
[1] https://dset.tw/en/research/000491-2/
[2] https://www.technology.org/2026/03/17/japan-might-sell-weapo...
And if we're talking Ukraine, we have to talk Poland as it has been facilitating 90% of all Western military equipment, humanitarian aid, and crucial trade deliveries into the country.
Poland is, of course, geopolitically positioned in a way that requires at least regional power status to survive if not thrive. A power vacuum in Poland is bad news for the security of Europe and Poland's immediate neighbors and regional partners as well.
As a result, an important component of long term Polish grand strategy has been the quiet building up of its logistical prowess and might and its supply chains for years. Current big names: the CPK/Port Polska megaproject which is designed with civilian/military dual use in mind; Euroterminal Sławków; expansion of the Port of Gdańsk and other ports. Regional projects include the Via Carpathia and the Via Baltica.
> if we're talking Ukraine, we have to talk Poland
No, we're not ;) They are where they are because they lease the ground under a NATO base, WHICH is actually doing the job. Not the Polish government.
Whis has been a very unreliable partner for the last 4 years, constantly using their geographical position to push Ukraine into submission and leverage their own political interests for internal and external programs.
> geopolitically positioned in a way that requires at least regional power status to survive, if not thrive
As long as Ukrainian military power is there, the region is safe. That's why the Baltic and Northern countries are investing so much in Ukraine + constantly taking our war experience.
In general, are they being useful? Absolutely yes. Do we need to include them in any discussions? No, since they are already misusing their position. Plus telling everyone how useful they are. Like, in case anybody can forget.
Poland and the Baltics know they're next on Putin's list. So they're glad to help Ukraine. Better than fighting the Russians on home territory.
Taiwan and Japan, though, aren't in Russia's line of fire. The cooperation with Ukraine is because Ukraine figured out how to stop Russia. Taiwan has a real threat, and if they can build defenses that mean China faces a years-long war, there probably won't be one.
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The paper has a lengthy section entitled "The Crucible of Ukraine: The Transparent Battlefield".
Right. Sorry.
The paper explicitly mentions Ukraine and that’s a key motivation for its conclusions.
In Taiwan's case, the question is how does China see the reunification.
It could be a naval blockade until Taiwan runs out of food/fuel/medicines and they surrender. Or it could be "we will take the island no matter what" and if somebody survives OK, if not, also OK.
Wow, I just looked up how self-sufficient the island is and the answer is barely at all. Which initially seems surprising given the continual threat. But I guess they're counting on global support as a tech chokepoint.
Yeah, people always talk about the China "invading" Taiwan like PLA soldiers are going to be storming the beaches.
If I were Xi, I wouldn't do that; I would just blockade them. You can get the same capitulation (hopefully) without firing a shot.
Here is a 2024 article pointing out China doing exactly this and Ukraine making many of the blocked items at home. You might be 2 years to late with this comment. https://kyivindependent.com/as-china-weaponizes-the-drone-su...
China controls much of the integration and many of the low level components for super low cost electronics and motors. They aren't the ones controlling all the fabs for the circuits and integration can be done anywhere if you want to pay extra.
Thanks for linking this is interesting. It sounds like they are still unable to produce many of the base components though?
> most manufacturers of everything within Ukraine remain dependent on imported machining tools — traditionally Chinese, but increasingly Indian and, for those who can afford it, European.
But for the cheapest components, simple base-line products like transistors, circuit boards, wiring, or solar cells, nobody can yet step up to the scale of China’s mass production.
It's not so much a matter of can, but willingness and (worse) economic viability. But recent worldwide instability - from leadership changes to supply disruptions to war - has given that a push.
Taiwan?
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The US strongly avoids foreign content for this reason. This policy is often the only thing keeping domestic commodity component manufacturing afloat. This is also the main reason Micron is getting a subsidized fab.
The sheer quantity of "mislabelled"[1] PRC origin parts passing through the logistics chains as Primo-A-grade-American-Made - even in Defense - is deeply disturbing, and that's the stuff that they do catch.
Transshipment is the elephant in the room here - smaller components made in PRC, then shipped to wherever as Raw Materials (tm), and then put in a "friendly nation" box and sold as safe.
DoD's DMEA and DLA CD programs, plus GIDEP reporting, capture confirmed cases . . but not the miss rate. On the occasion they do bust open a jet (or god forbid a missile) and look at all the bits with a microscope, it can be scary.
[1] They like to avoid the more precise "criminal fraud"
The point is that, when PRC cuts off the parts, there are backstops for alternate sourcing most of them even if it means reopening mines to get the materials and subsidizing production.
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Stuff like https://www.hadrian.co/ is pretty neat, but the whole "electric stack" is hopelessly Chinese from this perspective- batteries, motors, all kinds of small and crucial electrical things- and critical minerals, like Gallium for radar.
I am so curious about this. There are a lot of 3D printed drone startups now. But nobody really seems to be thinking about the electronics sourcing. Great you can print a drone shell wherever but what happens if China turns off exports?
Ukraine seems pretty paranoid about this, having backup suppliers for parts. Looks like they take efficiency hits and build more complicated things out of multiple discrete chips that would normally be ontegrated commercially so that they can go to suppliers in Oceania, eurasia, or eastasia depending on who is being helpful.
Which supplies? Batteries are produced everywhere. Power electronics are dime-a-dozen. IMUs, GPS chips, and CPUs are produced in Taiwan anyway.
If China/Taiwan kicks off, you're not getting new parts from Taiwan
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The US manufacturing capacity was a huge factor in winning WW2. I wonder who holds that advantage now...
There are a lot of differences. One of the chief differences was that during World War II the United States continental homeland was pretty much untouchable, which allowed the United States and the allies access to a secure and resource rich supply chain that helped lead to victory over the Axis powers.
In an engagement with China it is likely that both sides would be able to strike each other's defense industrial base, with the added "benefit" that American missiles, aircraft, and other equipment are stationed strategically in the region in various countries (Japan, South Korea, Philippines, Australia, and others) and as such the United States can project some amount of destruction on critical Chinese industrial facilities. I'm wondering if China in this scenario would be eager to, or hesitant to strike the United States for fear of a very rapid escalation of the war. Anyway - the point is that long range missiles, drones, and other offensive capabilities mean that supposedly "safe" manufacturing facilities are in danger, with the United States being a bit closer in range to inflict damage than China and with China having I would guess a little bit of hesitancy to strike mainland America.
In addition to some of the simple geographic differences, China has its own strategic challenges. Energy, for one. So far nobody has built a tank, plane, or ship that can run on batteries and while drone technology has continued to advance in many critical ways they don't bring the big bombs quite yet. Naturally the United States in the event of a war is going to at least consider if not outright strike Chinese energy facilities, and deny imports of oil which are critical to supply chains and conducting a war.
If China's only theater is perhaps Taiwan that's probably less of an issue, but then you've got the United States with its, in my view, inferior supply chain, operating unfettered, similar to during World War II while the Chinese supply chain both local and superior particularly for small or "low cost" components is facing both energy stress and stress from missiles or other attacks.
I don't mean to sound pro-USA here or to suggest there aren't other significant advantages or disadvantages for either the United States or China, but to just highlight that your thoughtful comment here which seems to imply that China's massive industrial capacity is akin to the United States' during World War II is not quite an apples-to-apples comparison.
> So far nobody has built a tank, plane, or ship that can run on batteries and while drone technology has continued to advance in many critical ways they don't bring the big bombs quite yet.
Ukraine is proving that the "big bombs" are useless - fpv drones can and do take out tanks, planes and ships. They don't survive long enough to deliver the "big bombs".
Russia is currently reduced to sending in unmechanised light infantry to try and take ground because everything larger doesn't survive (and the light infantry apparently survive for only 20 minutes on average). Russia's Black Sea fleet cowers in port under its anti-air defences and even then takes losses. Their long-range bombers are not being used in the long-range bombing of Ukraine's civilians, that's all down to cruise missiles, because they're too valuable to lose (and a lot of them have been destroyed on the runway by drones).
The age of WW2-era mechanised warfare is gone. It's as obsolete as the cavalry that came before it.
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Good analysis. I agree that China could consider targeting the US mainland, but in every scenario other than "crazed madman" I think they'll know that kind of thing inevitably ends up with symmetrical (or worse for them) destruction. It would be easy to get public support for massive retaliation if Americans see proof that China has no qualms about blowing up their home, workplace, etc. The fringe will say "Nuke China - it worked in 1945!" and the mainstream will say "Blow up every power plant and dam we can."
When the dust settles, China's killed a bunch of Americans, America has killed even more Chinese, and we're in the same place we were before. I don't think China's that dumb, and they're not that evil, either.
China does have nuclear-powered submarines and they are currently building a nuclear-powered aircraft carrier (type 004). [1]
[1] https://features.csis.org/hiddenreach/china-fourth-carrier/
> The US manufacturing capacity was a huge factor in winning WW2.
Not wrong, but the British were outproducing the Germans in many things (e.g., aircraft[1]) even before lend-lease was a thing.
[1] https://en.wikipedia.org/wiki/World_War_II_aircraft_producti...
The Nazis were really bad at running the economy:
* https://en.wikipedia.org/wiki/The_Wages_of_Destruction
Maybe there should be a saying for national economies: Amateurs talk about finance and IT, and professionals talk about resources and manufacturing.
There are no truly irreplaceable components there. It's going to only be a problem if China stops _all_ the exports.
Even then, a custom supply chain can be set up domestically. You'll probably have to limit the number of variations for these servos and motors, but you can produce them even manually if you absolutely have to.
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