Agoracom: Small Cap Investment - POET Technologies Inc. - China, Semiconductors, and the Push for Independence

Aiming to become the global leader in chip-scale photonic solutions by deploying Optical Interposer technology to enable the seamless integration of electronics and photonics for a broad range of vertical market applications

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China, Semiconductors, and the Push for Independence - Part 1

posted on Aug 20, 2021 10:46AM

Chip costs are rising. The number of players who can compete is becoming fewer. The market is becoming less cyclical. There’s an upcoming boom in demand from AI/5G. China has a large mismatch in local supply/demand.

https://lillianli.substack.com/p/china-semiconductors-and-the-push?token=eyJ1c2VyX2lkIjoyMDExNzg5LCJwb3N0X2lkIjo0MDIxOTgxNiwiXyI6Ikk1cHB5IiwiaWF0IjoxNjI5NDY5NzM5LCJleHAiOjE2Mjk0NzMzMzksImlzcyI6InB1Yi04MDcwOSIsInN1YiI6InBvc3QtcmVhY3Rpb24ifQ.8qJ8YQVp2WwILumQWWGnJin_elLxkJ041IzWT3sKjfY

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