The Investor’s Guide to China: Tech Hardware and the ‘Chip War’ (#20)
Fidelity Answers: The Investment Podcast
The Losers in the US Chip War
In the US, I'm not sure there's outright losers, but I think there's companies which have more risk than others. For example, when I think about fabulous semiconductors in the US, which use TSMC or other kind of Chinese or Taiwanese foundry,. There's obviously risk of supply disruption if geopolitical volatility increases. If you think about China's strategy, if they can't do leading edge, they would double down on trailing edge automotive power. So US companies trying to serve that market may ultimately find the opportunity smaller than they think.
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