The Eurasian Century

The Eurasian Century

Share this post

The Eurasian Century
The Eurasian Century
China's Semiconductor Struggle
Copy link
Facebook
Email
Notes
More
The Eurasian Century

China's Semiconductor Struggle

Chips being the new oil, they became a critical war resource

Cyclical Value Investing's avatar
Cyclical Value Investing
Dec 13, 2022
∙ Paid
4

Share this post

The Eurasian Century
The Eurasian Century
China's Semiconductor Struggle
Copy link
Facebook
Email
Notes
More
Share

Recently, the USA has gone all-in in trying to stop China from turning into a world superpower. A keystone of this strategy has been denying China access to semiconductors.

If you are utterly unfamiliar with the semiconductor sector, you might be interested to read the industry primer I wrote a few months ago. It is not required to understand this artic…

Keep reading with a 7-day free trial

Subscribe to The Eurasian Century to keep reading this post and get 7 days of free access to the full post archives.

Already a paid subscriber? Sign in
© 2025 Jonathan Schramm
Privacy ∙ Terms ∙ Collection notice
Start writingGet the app
Substack is the home for great culture

Share

Copy link
Facebook
Email
Notes
More