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The Investor’s Guide to China: Tech Hardware and the ‘Chip War’ (#20)
Fidelity Answers: The Investment Podcast
The Losers in Southeast Asia Tech
The biggest losers in Southeast Asia Tech will be the local startups. The influx of MNCs such as Intel, Lamb Research and Applied Materials is sucking the local talent pool dry. For the losers in our chip wall in Taiwan, I believe in the long term, the foundry and IC designed companies that will watch the risk.
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