CTI 74: China’s evolving semiconductor landscape, with Stewart Randall
China Tech Investor - A podcast by TechNode
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In this episode, James and Elliott are joined by Stewart Randall, Director of Operations at Intralink Shanghai and a regular Technode contributor. Stew talks about the current semiconductor frenzy in China, what are the factors fueling it, and how investors can differentiate the contenders from the pretenders.