Semiconductors: the key to understanding our economic and geopolitical crisis
● The pandemic has shaken up the electronics market: the United States and Europe want the production of semiconductors localized on their soil.
● Demand has shifted: smartphone and PC sales are plummeting, while sales of electric vehicles and AI-related chips are skyrocketing.
● Faced with competition from China, Taiwan and the United States, Europe is investing massively and betting on the medium and long-term.
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