The Eurasian Century

The Eurasian Century

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

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…

User's avatar

Continue reading this post for free, courtesy of Cyclical Value Investing.

Or purchase a paid subscription.
© 2025 Jonathan Schramm · Privacy ∙ Terms ∙ Collection notice
Start your SubstackGet the app
Substack is the home for great culture