Episode
How Chinas Chip Self-Sufficiency Is Reshaping Global Tech
- Published
- Jun 12, 2026
- Duration seconds
- 409
- Processing state
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Summary
Episode 47 of China Economy with Fexingo examines the rapid rise of China's domestic semiconductor industry and its implications for global supply chains. Lucas and Luna discuss the latest trade data, the role of state-backed chipmakers like SMIC, and why Chinese fab equipment spending is surging. They reference recent market moves in China tech ETFs and the yuan-dollar exchange rate, tying it all to the broader story of decoupling. The episode includes a listener-supported donation segment. #Semiconductors #ChinaEconomy #TechSupplyChain #SMIC #ChipWar #TradeDecoupling #FabEquipment #ChinaTech #Yuan #GlobalTrade #Economics #Business #Podcast #FexingoBusiness #BusinessPodcast #ChinaPolicy #Manufacturing #ExportControls Keep every episode free: buymeacoffee.com/fexingo