Inside the semiconductor Cold War

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TS Lombard with the note:

Covid-19 is accelerating the already existing structural shift in demand for integrated circuits

As the world becomes more interconnected, more automated and greener, each unit of GDP growth will contain a higher content of semiconductors

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About the author
David Llewellyn-Smith is Chief Strategist at the MB Fund and MB Super. David is the founding publisher and editor of MacroBusiness and was the founding publisher and global economy editor of The Diplomat, the Asia Pacific’s leading geo-politics and economics portal. He is also a former gold trader and economic commentator at The Sydney Morning Herald, The Age, the ABC and Business Spectator. He is the co-author of The Great Crash of 2008 with Ross Garnaut and was the editor of the second Garnaut Climate Change Review.