11min chapter

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China Made a Chip Breakthrough That Shocked the World

Odd Lots

CHAPTER

China's Impact on the Semiconductor Industry

This chapter explores how China's focus on capital-intensive approaches, vertical integration, and lagging-edge chips is disrupting the semiconductor industry structure. It discusses the challenges faced by European and American companies, as well as the high gross margins of Chinese companies like BYD and Texas Instruments. The chapter also mentions the enthusiasm for working in the semiconductor industry in China.

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