On a recent reporting trip to Ukraine to understand the evolution of drone usage on the front lines, I was surprised at a refrain that came up over and over from Ukraine's fast-growing industry of drone makers: we need to be less reliant on China. nytimes.com/2023/09/30/tec…

They complained of Chinese orders slowed down, problems getting key parts, many worried about new rules limiting exports that took effect in Sept. The reality is in a war fought with consumer electronics, China’s dominance of the electronics supply chain gives it big influence.