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Bloomberg Daybreak: Asia Edition
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Competition and Sanctions in the Semiconductor Industry
This chapter discusses the complex nature of making semiconductors and the competition between governments like China, the US, and Taiwan. It highlights the impact of US sanctions on Chinese chip makers, particularly Huawei and SMIC, and the political implications of the tech industry. The chapter also touches on the performance of Taiwanese suppliers to Apple and the shifting positions of Chinese smartphone manufacturers in the market.
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Transcript
