Invest Like the Best with Patrick O'Shaughnessy cover image

Andrew Homan & Chris Miller - Redefining Semiconductor Progress - [Invest Like the Best, EP.396]

Invest Like the Best with Patrick O'Shaughnessy

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Challenges of Semiconductor Self-Sufficiency and Market Perceptions

This chapter examines the hurdles China faces in becoming self-sufficient in semiconductor production, despite its vast resources and talent pool. It highlights the significance of global collaboration in the semiconductor industry while analyzing investor behavior towards major companies like NVIDIA.

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