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The Investor’s Guide to China: Tech Hardware and the ‘Chip War’ (#20)
Fidelity Answers: The Investment Podcast
The Decade-Long Process of Chip Making in China
The reason why the Taiwan and Korean players have been doing so well is because they have decades of built-up experience. The difficulty with chip making comes in a miniaturization process. It's not something you can overtake in a very, very short period of time. So how far is China in terms of this decade-long process? I think you probably had the answer in your question.
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