Exponential View by Azeem Azhar

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China's chip opportunity

www.exponentialview.co

China's chip opportunity

Azeem Azhar
Nov 3, 2020
18
5
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China's chip opportunity

www.exponentialview.co

I am going to keep today’s note brief. I know that many minds may be focused on the US elections.

The semiconductor industry has been one focus of the current imbroglio between China and the US. America has successively applied pressure on technology firms and their dealings with China. Most recently in September, the US imposed sanctions on SMIC, a Chi…

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