Geopolitics | Substack | July 2026

The Chokepoint — How My Book Predicted US Semiconductor Policy

My book (published January 2, 2026) described TSMC 90% advanced semiconductor concentration as the governance leverage point. Within 6 months, the US government independently implemented exactly the mechanism I described.

"The Chokepoint" chapter of Infinite Architects (ISBN 978-1-80605-620-8) proposed chip fabrication as the enforcement point for global AI ethics — adapting mechanisms like the Nuclear Non-Proliferation Treaty and Wassenaar Arrangement.

Jan 2025

AI Diffusion Framework: Three-tier country classification for chip access. The mechanism operationalised.

Late 2025

SAFE Chips Act: 30-month statutory freeze on advanced AI chip exports. Legislative lockdown.

Jun 8-9, 2026

US Senate loophole closure. Taiwan criminal penalties: Unauthorised AI chip exports carry criminal liability. First time in history.

Jun 12, 2026

Fable 5 worldwide ban: Harvard Law Review — "Is access to Fable an export?" First export controls on a deployed cloud AI model.

Jun 24, 2026

OpenAI Jalapeno at TSMC: The world most valuable AI company building its own chips at the exact fab MDE identified. The bottleneck IS the governance point.

I do not claim lawmakers read my book. I claim the structural analysis was published before this cascade — and that the cascade independently confirms the analysis.

Independent policy researchers have since proposed "Chips for Peace" — the exact multilateral mechanism MDE described. None cite his work. The convergence IS the evidence.

Evidence: michaeldariuseastwood.com/research/evidence-spine.html | Every legislative action is independently verifiable.

From the book Infinite Architects: Intelligence, Recursion, and the Creation of Everything by Michael Darius Eastwood.

Buy on Amazon UK Amazon US