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The Impact of the Chip War on the Electronics Industry
I think we certainly bear some blame, but I guess if you look at the key turning points, I think most of the blame falls on the Chinese side. The question that people haven't really gotten their heads around yet is how this is going to restructure the entire electronics industry. A lot of the globalization that we take for granted is actually electronic supply chains that criss-cross the Asia Pacific region. That is beginning to be decoupled with really dramatic impacts for the world economy.