EVENTS:   Best Equity Short Ideas Conference Call 12 - Zach Shannon/Corto Capital Advisors & Craig Huber/Huber Research Partners & Thomas Beevers /Forensic Alpha & Ed Steele/Iron Blue Financials & Bill Campbell/Paragon Intel - 12 Nov 25   Will AI Deflate the World? Macro Lessons from Three Industrial Revolutions and China - Manoj Pradhan/Talking Heads Macro - 13 Nov 25     ROADSHOWS: Forest Products Sector Equity and Commodity Research With Expertise in Distressed Debt - Kevin Mason /ERA Research   •   London   12 - 14 Nov 25       Buyside to Buyside Forum and Expert Calls across TMT, Consumer, Healthcare and Fintech - Andrew Peters /Revelare Partners   •   London   17 - 19 Nov 25       Fundamental US Healthcare Short Ideas - Dr Elliot Favus /Favus Institutional Research   •   London   17 - 19 Nov 25      

Semiconductor Wars: US vs. China

Radio Free Mobile

Tue 29 Nov 2022 - 15:00 GMT / 10:00 EST

Topics

The China/USA rivalry waxes yet more fierce

The combination of the 20th CCP Congress and additional export controls underlines again that semiconductors are central to this struggle

The USA intends to do to China what it did to Huawei and that China’s ability to mitigate the impact is limited

China is likely to focus on lagging-edge technologies and set its own standards wherever it can

The result will be fragmentation and lower long-term growth for all.