Jefferies' Lee on Huawei, Apple's iPhone Launch

The video discusses Huawei's new 5G phone, highlighting its market demand in China and the technical breakthrough of its 7nm chip. It examines supply chain challenges due to US restrictions and the implications of US-China tech tensions. The video also explores future prospects for China's chip technology, including AI chipsets, and emphasizes China's strategic push in semiconductor investments.

What role does consumer demand play in the success of the new phone mentioned?

How does the production technology of China compare to that of TSMC?

What are the implications of the China competition bill 2.0 on China's technology progress?