The Investor’s Guide to China: Tech Hardware and the ‘Chip War’ (#20)
Fidelity Answers: The Investment Podcast
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The Impact of US Sanctions on the Semiconductors Industry
The chip shortage kind of brought semiconductors front and center in front of the consumer. The reason why that happened was also because of a fundamental change in the way semiconductors are used. And now we have chips in everything, you know, toasters in our fridges. When it's missing, when you can't buy a car because of a chip, it has a bigger and deeper impact on people's lives than ever before.
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