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Doomberg - Chips, China & Power Plays: The Big Bets on a Multipolar World

Resolve Riffs Investment Podcast

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Semiconductor Showdown: US-China Tensions

This chapter explores the escalating rivalry between the U.S. and China in the semiconductor industry, focusing on China's strategic acquisition of technology through various means. It highlights the implications of these tensions for American companies and the global supply chain, particularly in light of crucial players like Taiwan. Additionally, the chapter addresses the potential risks associated with China's ambitions, including the challenges of gaining advanced chip-making technology and the geopolitical stakes involved.

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