According to Bloomberg News on Friday (December 2), Raki, a teacher of Yale University and former chairman of Morgan Stanley Asia, said in an interview with Bloomberg that Biden may be tougher than China.
Luoqi's opinion is different from the optimistic emotions that emerged after the "Xi Mishe" after the "G20) Summit of the 20th of the month.The most important relationship between the world's most important super economic powers is being repaired.
Roach believes that the United States has recently responded to China ’s actions, including extensive controls on the exports of Chinese chips, indicating that the situation is the opposite.
He said that Biden is promoting allies such as Europe, Australia, and Japan to "one channel with the United States to tighten China to obtain advanced semiconductor chips", and this pressure continues.
Robic mentions that investors need to pay attention to the exposure to China and diversify in other parts of Asia. "Do not put all eggs in a basket in China." He called for example. "In order to reduce dependence on China, Apple has begun to assemble some Apple mobile phones in India.
Luoqi also said that when the United States is technically targeted at China, Beijing will have to find another way to achieve innovation and develop its own chip technology, but this process will be difficult.
He said that China failed to create a first -class local semiconductor industry, and its advanced semiconductor chip supply was limited everywhere, and it was more concerned about whether China can "truly realize local innovation".
