Semiconductor Supply Chains
Korea finds itself in a precarious position, balancing complex relationships with Japan and China while navigating the geopolitical landscape. The semiconductor industry is dissected into three categories, with Taiwan and South Korea dominating the high-end market. As the globalized system faces challenges, the future of chip production may hinge on a select few countries, particularly the US, Japan, and the Netherlands, while the Chinese system is predicted to collapse within the decade.In this clip
From this podcast
The Peter Zeihan Podcast Series
Semiconductors: China's the Odd Man Out
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