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The Investor’s Guide to China: Tech Hardware and the ‘Chip War’ (#20)
Fidelity Answers: The Investment Podcast
The Importance of Pricing Power in the Semi-Segment
There are pockets or parts of the supply chain where we actually see natural monopolies. It's just China is a huge market. You have the policy support, you have the talent pool. And gradually, we should see more and more Chinese companies up and coming in those new areas.
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