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16min chapter
China Made a Chip Breakthrough That Shocked the World
Odd Lots
China's Semiconductor Surge
This chapter explores the rise of China in capital-intensive industries like solar energy, electric vehicles, and semiconductors, revealing the impact of aggressive investment on global supply chains. It discusses the competitive challenges faced by European automotive manufacturers versus Chinese firms and the evolving landscape of the semiconductor industry, particularly the significance of lagging-edge chips. The conversation also touches on how geopolitical tensions shape China's domestic semiconductor strategies amid foreign restrictions.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode