China Is Stockpiling Legacy Semiconductors and Why It Matters

Lucas and Luna unpack a quiet but massive trend: China's state-driven stockpiling of legacy-node chips — 28-nanometer and above — used in cars, appliances, and industrial gear. They trace how Beijing's push for self-sufficiency has turned into a global buying spree, driving up prices for older fabs and squeezing automakers in Europe and North America. With data from the latest SOX index moves and Applied Materials' earnings, they explore whether this hoarding is a short-term hedge or a long-term strategy to decouple from Western supply chains. The episode also touches on the ripple effects for chip equipment makers and the surprising winners: mid-tier foundries in Taiwan and South Korea. #China #LegacyChips #Semiconductors #SupplyChain #Foundry #AutomotiveChips #IndustrialChips #28Nanometer #SelfSufficiency #Geopolitics #AppliedMaterials #SOX #TSMC #Technology #Business #FexingoBusiness #BusinessPodcast #ChipShortage Keep every episode free: buymeacoffee.com/fexingo