The Investor’s Guide to China: Tech Hardware and the ‘Chip War’ (#20)
Fidelity Answers: The Investment Podcast
China's Position in the Semi Space
Tina Tian, Equity's portfolio manager, also based with us in Hong Kong. Good to have you on the show Tina. Now you've been looking at the innovation sectors in China for so many years now. What do you think? Do you think China could really have a position in this game here versus other Asian neighbors or internationally? If we look at the global market share by geographies, actually China's share in the semi sales has been growing for five, ten years already. And that trend continues. But the problem is China is better positioned in the mature notes instead of advanced leading notes.
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