
Chip Winter or Time to Buy?
Barron's Streetwise
00:00
The China US Chip War - Who Holds the Stronger Hand?
The US government is trying to drive a wedge between what China has access to in terms of chips and what the US government has access to. It's going to have a major impact on Chinese firms, but also on US firms. For a long time, I've treated China as just another market. And now they're coming to terms with the fact that it's not just another market,. It's another market that faces huge restrictions for these military reasons.
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