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Semiconductors: China's the Odd Man Out

The Peter Zeihan Podcast Series

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Introduction

The Dutch and the Japanese have decided to join the American sanctions package against China for high-end semiconductors. Peter Zine: There has been a lot of talk about how when the United States goes alone, it's a problem with semiconductors who just encourages other people to build alternative technology. He says that is hideously wrong for two reasons. The nature of the semiconductor industry is more of an ecosystem.

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