← Cascade Narratives

> US-China Tech-Strategic Decoupling Spiral

↑ EscalatingresolvedGeopoliticsEconomicsTechnologyeast asianorth america
60%

Chinese military provocations near Taiwan and escalatory US trade posture reinforce semiconductor export controls, locking in chip decoupling.

// Cascade Logic

Taiwan military exercises + US-China tariffs → political lock-in of export controls → NVIDIA restrictions sustained

// Causal Graph

amplifiesamplifies95%China will conduct large-sca…55%US will impose new tariffs o…95%NVIDIA will not resume unres…

// Evidence Base

2 news chainsAvg. clarity: 29%

News chains feeding the forecasts in this narrative. Each chain is a stream of related news that the system tracks over time, with competing hypotheses about what is really happening.

China and great power rivalry in the Indo-Pacific
968 signals/187dEscalation27%
Leading scenario:summit prep pressure tactics35%(+3)
→ China will conduct large-scale military exercises near Taiwan within 60 days
Trump Administration and U.S. Domestic Policy
1822 signals/188dAftermath30%
Leading scenario:institutional erosion40%(+3)
→ US will impose new tariffs on China and/or the EU within 90 days

// Causal Links

amplifiesstrength: 60%shift: 50%

PLA exercises near Taiwan harden Congressional and White House resolve to maintain semiconductor export controls, making relaxation politically impossible.

amplifiesstrength: 50%shift: 50%

New tariffs signal escalatory trade posture that makes simultaneously loosening chip export controls contradictory and untenable.