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Semiconductors: China's the Odd Man Out

The Peter Zeihan Podcast Series

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What's in the Middle?

The best semiconductors are 10 nanometer and smaller. Those about 80% of them are actually fabricated in Taiwan with another 20% in South Korea. In the middle, you've got everything that goes from climate control systems to automotive,. The Netherlands, a little bit in Britain and Germany as well. This still requires the ecosystem, but you could probably lose one player.

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