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Behind The Markets Podcast: Chris Miller

Behind the Markets Podcast

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Chip War - Chris Gennady and Chris Miller

Chris Gennady: What do you think China's plan is going to be not necessarily geopolitically, but more in the chip space? Chris Miller: We should be prepared for a glut of overcapacity and precisely those segments of the market where China's pouring money into it. And don't forget China's industrial policy program towards semiconductors is one of the biggest industrial subsidy programs in recorded history.

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