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The Investor’s Guide to China: Tech Hardware and the ‘Chip War’ (#20)
Fidelity Answers: The Investment Podcast
The Future of Semiconductor Manufacturing in China
Diva Wang: I think it is a little bit too early to tell who will be the winner in China in the chip board at the current stage. In the mature semi-side, we do have a chance to see some local winners who will gain shares because customers are more willing and open to local vendors," she says. Jonathan Boulden: The real winners here are US IDMs or integrated device manufacturers - companies which both manufacture chips and also design and sell those.
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