US pushes China towards world dominance Series Part 4
@Ah_Meng:
This is the fourth follow up article of the 5-part series. Before I start, I thank all readers who have faithfully follow the series of articles. It makes up for the effort and time put in to share my thoughts. With the three parts laying the groundwork, the readers must be curious what they could do to either protect themselves or take advantage of the evolving themes. I have lay this out in a 2-part article so that they don't get too wordy and boring. Actionable themes Deglobalisation / Chip (Tech) Control Chips manufacturing - SMIC is the most obvious beneficiary of both themes SMIC is in no doubt way behind in terms of technology advancement compared to TSMC or UMC, Samsung or even Global foundaries. But, with the help of US government in imposing advanced technology export bans