Perspecticast ep.22

Good Evening,
Wanted to address the East vs West and some other narratives that seem obvious but maybe aren’t in the semiconductor space.
This discussion builds on the 3 articles published in this review so far:
* East vs West, where the key battle lines are drawn
* China’s Policy review: what the government is doing to spur domestic semiconductor sector growth. (Free Article)
* The Equipment Revolution: the race in all parts of the tool making value chain
As with all the other pieces in the series, this is series, it’s paywalled, Do upgrade/join up if you’re interested, we’d love to have…