• Ernie Diaz

Little Chips On Their Shoulders

Sometimes there's an upside to politicians not keeping their word. Biden's $2000 check promise? Debatable. But now his election run blustering about keeping up economic pressure on China and "decoupling" is starting to look like so much speaking loudly with a small stick.

The key driver for staying "coupled"? Microchips. Both Covid and Trump's hardball tactics not only sent Huawei into a tailspin, but also roiled global supply chain.

Microchips aren't just essential for phones, but also autos, not to mention a host of developing industries meant to see us through the Fourth Turning. 

"It's a complex issue, but this new 'Small yard, high fence' approach has us bullish on bilateral cooperation for microchip production, says Edward Lehman. "There is going to be a lot of potential for upstream and downstream cooperation in China, with less political pressure from Washington."

16 views0 comments

Recent Posts

See All

The Class is Half Full

Chinese students are back in class (mostly), but China is still backing online education as the way forward, a cornerstone of the CCP’s vow to ‘completely modernize’ its education system by 2035. Seco

HNA - Holding No Assets

There are two ways to take HNA's current state of dismal receivership: 1. as a reason to reinforce the simple man's risk-off China stance, or2. as confirmation to do some semi-robust DD before buying

When the Chips Are Down…

Experienced snackers know that a bag of chips is only 40% full. The rest is stale air. So why do western pundits fret about China’s supposed lead in chip sufficiency? Surely it can’t be all the PR abo

Contact Us


10-2 Liangmaqiao Diplomatic Compound

No.22 Dongfang East Road Chaoyang District


(86) (10) 8532 1919

Copyright ©2020 LEHMANBUSH