Eurasia's Lu on Chip Tech Competition

The video discusses the evolving tech rivalry between the US and China, focusing on semiconductor industry trends and government interventions. It highlights the risks of overbuilding capacity and the geopolitical tensions in Asia, particularly between Beijing and Taipei. Samsung's strategic expansion in the US and its balancing act between US and China interests are examined. The video concludes with the US government's efforts to formalize tech restrictions, possibly influenced by political motivations.

What are Samsung's plans regarding its factory expansion in the US?

What implications do the new guidelines for semiconductor companies have for the broader sector?

How does the US government plan to consolidate its position regarding semiconductor manufacturing restrictions?