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Episode 5: Export Controls and the US / China Economic War

Transistor Radio

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The Path Forward for China's Semiconductor Industry

I would say shit's getting real is kind of my vibe. Like this definitely feels like an acceleration of the whole process. Where do you think China domestic is in this process? Are they just absolutely screwed? I guess lagging edge is still going to be relevant or around leading edge just feels absolutely crushed, especially, you know, YMTC, for example. And then I would love to hear your thoughts on potential retaliation.

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