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MacroVoices #309 Izabella Kaminska: What Shape Will the COVID Recovery Take?

Macro Voices

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Investing in China Semi Conductors - Is There a Risk?

If either tiwan wanted, for some reason, to hold the world at hostage, it could basically cut off the supply of critical semi conductors and really screw up the global economy. Riht: I don't think ti wan would itself want to holding the world an to ransom. The real question is, what happens in the interrim period where we have a shortage? And can we diversify? Can we find other ways to manage, or stock pile, some of the semi conductors that we need?

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