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Geopolitics & Economics of the Semiconductor Global Value Chain

All Things Policy

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The Future of Chip Design in China

India is encouraging a lot of the lower-tech electronics assembly, the Foxconn style firms of the world. I know Foxconn also says it's going into chips, but Foxconn makes many different announcements that never come to fruition. Eventually over time, organically, one would hope you have more and more local Indian firms entering into those supply chains. Then a lot of that really would probably depend on having, as I said before, this downstream demand.

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