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Semiconductors and the unspoken U.S. tech policy on China, with Paul Triolo

Sinica Podcast

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The Supply Chain of Semiconductor Manufacturing

The semic doctors supply chain is really, you now, global sness. Despite a lot of countries and companies being part of the mix, the industry is really concentrated in a much smaller set of countries. Tiwan, south korea, japan, europe more broadly, but really germany,. And some other smaller countries, like france and belgium have key players, which we can talk about. And china - this is sort of the new kid on the block here. Probably if you'd ask me this question 15 years ago, i would, i probably wouldn't have included china there.

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