The Eurasian Century

The Eurasian Century

The Eurasian Century

China's Semiconductor Struggle

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

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Cyclical Value Investing
Dec 13, 2022
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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…

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