Episode 77: Asia Semis Tour
The Circuit
00:00
Challenges in China's Semiconductor Sector
This chapter examines the semiconductor industry in China, highlighting an oversupply of companies and the struggle for profitability amidst intense competition. It explores the implications of domestic versus export market margins, the impact of AI technologies, and the current slowdown in the electric vehicle market. Additionally, it addresses the complexities of U.S.-China relations and the challenges faced by manufacturers navigating regulatory frameworks.
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