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How Chinas Chip Self-Sufficiency Is Reshaping Global Tech
Season 1
Episode 47
Published 3 weeks, 1 day ago
Description
Episode 47 of China Economy with Fexingo examines the rapid rise of China's domestic semiconductor industry and its implications for global supply chains. Lucas and Luna discuss the latest trade data, the role of state-backed chipmakers like SMIC, and why Chinese fab equipment spending is surging. They reference recent market moves in China tech ETFs and the yuan-dollar exchange rate, tying it all to the broader story of decoupling. The episode includes a listener-supported donation segment.