Semiconductors have become the new oil, gold and data
Stocks Down Under’s in-house semiconductor expert, Marc Kennis, thinks the geostrategic significance of the semiconductors sector has increased over the past several years and the rapid expansion of chip production in China has Western governments concerned.
China, the new kid on the semiconductor block, is no longer a kid, which challenges the strategic status quo in the chip business.
Is a move on Taiwan imminent?
He also notes that China has been flexing its military, political and economic muscles in Southeast Asia, and the semiconductors sector has already begun to be seriously impacted by China’s (perceived) strategy for Taiwan over the next five years.
So, how are nations reacting to the threat posed by China and which semiconductor stocks should you buy at the moment?
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