Ben Thompson / Stratechery:
China’s path to chip self-sufficiency is extremely complicated and relies upon re-creating multiple supply chain components without outside help — Intel may not be the most obvious place to start when it comes to the China chip sanctions announced by the Biden administration three weeks ago …
China’s path to chip self-sufficiency is extremely complicated and relies upon re-creating multiple supply chain components without outside help (Ben Thompson/Stratechery)
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