Since May of 2019, 114 Chinese technology firms have been sanctioned by United States Department of Commerce due to national security concerns and the perceived dominance of Huawei in 5G. The tensions between Washington and Beijing continue to rise with dramatic implications for the semiconductor industry as well as the future of the global telecom. There are also opportunities.
This podcast covers the following topics:
* Implications of US semiconductor sanctions on Huawei
* Implications on non-US semiconductor market
* Can China build their own semiconductor industry?
* Unraveling China from the US electronics supply chain
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