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The Investor’s Guide to China: Tech Hardware and the ‘Chip War’ (#20)
Fidelity Answers: The Investment Podcast
The Future of China's Value Chain
I wouldn't write China off that quickly. I think with the US restrictions that are coming down on equipment, on key critical components, it's going to put a dent in a speed bump in how quickly China can develop their own advanced nodes. But we will have to see the execution of the Chinese government and the leaders who are pushing this project forward.
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