China's Semiconductor Challenge
Niall argues that while China has excelled in fintech, its inability to produce high-end semiconductors poses a significant weakness in its ambitions for global dominance. He highlights that the U.S. has effectively restricted China's access to crucial semiconductor technology, particularly through TSMC in Taiwan. This technological gap, he believes, will hinder China's progress for the foreseeable future.In this clip
From this podcast
The Prof G Pod with Scott Galloway
Cold War II: China Tech vs. US Tech
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