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14min chapter
The Investor’s Guide to China: Tech Hardware and the ‘Chip War’ (#20)
The Investor's Guide to China
China's Innovation Focus and Digital Economy Platform
The chapter delves into China's efforts towards innovation and establishing a digital economy platform, particularly focusing on the challenges in the semiconductor industry. It discusses China's progress in semiconductor technology and manufacturing, the investment required to bridge the gap with leading players, and the opportunities for growth in tech sectors. The conversation also explores the potential winners in the global chip war and the demand and supply dynamics in the manufacturing industry, highlighting China's endeavors amidst geopolitical challenges.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode