The UAE and India Look to Localize Semiconductor Manufacturing || Peter Zeihan

The podcast dives into the semiconductor manufacturing ambitions of the UAE and India. It contrasts the UAE's partnerships with giants like Samsung and TSMC against India's focus on lower-tier chip production. The discussion reveals insights into regional capabilities, infrastructure, and labor dynamics. As both countries pivot towards localizing their industries, intriguing predictions about the future landscape of global semiconductor supply chains emerge.