Good Evening,

Wanted to address the East vs West and some other narratives that seem obvious but maybe aren’t in the semiconductor space.

This discussion builds on the 3 articles published in this review so far:

* East vs West, where the key battle lines are drawn

* China’s Policy review: what the government is doing to spur domestic semiconductor sector growth. (Free Article)

* The Equipment Revolution: the race in all parts of the tool making value chain

As with all the other pieces in the series, this is series, it’s paywalled, Do upgrade/join up if you’re interested, we’d love to have you!

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