Semiconductors: China's the Odd Man Out
Episode Ep 14 8 min 42s

Semiconductors: China's the Odd Man Out

As the Japanese and Dutch join the US sanctions against Chinese Semiconductors, we find ourselves at a precarious crossroads. The semiconductor industry has long been the personification of globalization, with dozens of products crossing countless borders and supply chains longer than the DMV line. But what happens now?

My Latest: https://mailchi.mp/zeihan/semiconductors-chinas-the-odd-man-out

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