Dylan Patel, Chief Analyst at SemiAnalysis, and Doug O'Loughlin, Chief Analyst at Fabricated Knowledge, unpack China's remarkable progress in the semiconductor industry despite U.S. restrictions. They discuss Huawei's groundbreaking Mate 60 Pro smartphone, revealing how these advancements signal a shift in global tech dynamics. The duo explores how aggressive Chinese investments are reshaping supply chains and the competitive landscape, while questioning whether Western regulations unintentionally fuel China's growth in this critical sector.

Doug O’Laughlin, founder of fabricated knowledge, discusses his thesis on SiTime (SITM). They cover the market size and growth of MEMS versus Quartz, SITM's MEMS market share, Apple's concentration risk, and the potential of MEMS in taking share from Quartz. They also explore SITM's valuation, capital allocation, and customer behavior in the semiconductor industry.