Shard Capital Podcast: Geopolitics – Taiwan, and the fate of the global supply of semiconductors
In this week’s Shard Capital Lite-Bite Podcast, Bill Blain, Strategist at Shard Capital hosts Julian Wheeler, Partner and member of the Research Commitee at Shard Capital, and Mike Hollings, CIO at LeifBridge, in which they discuss the increasing tension between Taiwan, China and the USA and the risk this poses to the global semiconductor industry.
Listen in on the conversation below:
Figure 1: Semiconductor contract manufacturers by market share
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