China is vowing to enhance its technological self-reliance, including the production of homegrown high-end semiconductors. This year, stocks of companies in the value chain have seen significant rallies. In this episode of Bloomberg Tech: Asia, Annabelle Droulers assesses China’s chip supply chain, identifying chokepoints in capabilities and its dependence on foreign companies within the US sphere of influence. We hear from Morningstar and The Futurum Group on how these gaps are being addressed, and whether the hype is warranted. Snow Bull Capital also weighs in on the challenges of investing in the sector.
Chapters:
00:00:16 – Assessing China’s Chip Supply Chain
00:01:46 – Futurum Group Research Director Ray Wang & Morningstar Equity Analyst Phelix Lee
00:13:54 – Snow Bull Capital CEO Taylor Ogan on investing in China’s chip sector
00:20:53 – Is the hype over China’s chips warranted?
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