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7min chapter
The Investor’s Guide to China: Tech Hardware and the ‘Chip War’ (#20)
The Investor's Guide to China
Understanding the Potential Losers in the Semiconductor Industry
This chapter examines how multinational companies in China are affecting talent retention in Southeast tech startups, the impact on Taiwan's chip war, and the implications of geopolitical volatility on US and Chinese semiconductor firms. The speakers also discuss the potential costs for consumers as manufacturing and designing expenses increase, leading to higher prices and reduced efficiency of scale in the industry.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode