Revival of China's Semiconductor Sector

This chapter explores the recent rally in China's chip industry, particularly the rise of Semiconductor Manufacturing International (SMIC) amidst challenges. It examines changing market sentiments and the influx of investments into Chinese tech stocks after a prolonged period of underperformance. The discussion highlights the potential long-term growth of the semiconductor sector driven by government support and evolving global demand, while also considering the inherent risks and volatility in the market.