The Investor's Guide to Asia
The Investor’s Guide to China: Tech Hardware and the ‘Chip War’ (#20)
Mar 22, 2023
Tech hardware expert Terence Tsai joins Catherine Yeung and Marty Dropkin to discuss China's role in the global chip war, semiconductor shortage impacts, AI chatbots in China, and China's advancements in the tech hardware industry.
34:09
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Quick takeaways
- The 'Chip War' between China and the US will impact global tech hardware industry and consumer goods prices.
- Semiconductors shortage during COVID-19 highlighted their crucial role in various household appliances and consumer products.
Deep dives
The Growing Importance of Semiconductors in Our Daily Lives
Semiconductors have become crucial due to the widespread use of technology in various household appliances, leading to a significant impact on consumers' lives. The shortage of chips during the COVID-19 pandemic highlighted the essential role of semiconductors in everyday products like cars, gaming consoles, and smartphones.
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