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16min chapter
Peak China with Noah Smith and Matt Klein
ChinaTalk
Chinese Electric Vehicles and Semiconductors
This chapter explores the success of the Chinese electric vehicle and semiconductor industries and the potential impact on the US and European markets. It compares the significance of branding and IP in the automotive industry versus the economic value of semiconductors. The chapter also discusses the need for increased global electric vehicle manufacturing capacity and the benefits of China producing more electric vehicles.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode