Tag Archives: Hu Jintao

Xi Out?

I don’t know how much faith to put in the following information (“China is a riddle wrapped in an enigma wrapped in a memecoin” said some famous wag (all quotes approximate)), but several people who read the tea leaves of … Continue reading →

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China’s Semiconductor Industry: Shell Games All The Way Down

I’ve written about China’s semi-illusory semiconductor businesses before: “In China the question is always how much of that investment is real, and how much is illusion. A lot of those ‘under construction’ fabs never materialize, either unable to attract investors … Continue reading →

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