TidalWave's Johnson on China's Reopening

The video discusses the rapid reopening of Shanghai and the broader impact of COVID-19 on China, highlighting the country's swift return to business. It explores the ongoing changes in supply chains across Asia, emphasizing the shift from resiliency to price competitiveness. The discussion also covers China's industrial strategy, including its efforts to attract global business and investment. Finally, the video addresses challenges in the chip industry, focusing on talent shortages and geopolitical pressures, while highlighting TSMC's dominant position and strategic initiatives.

In what ways are Chinese companies expanding their operations beyond China?

What role does talent play in the challenges faced by the chip industry in China?

How is TSMC positioning itself in the semiconductor market according to the latest earnings?