Perspecticast ep.22

Good Evening, Wanted to address the East vs West and some other narratives that seem obvious but maybe aren’t in the semiconductor space. This discussion builds on the 3 articles published in this review so far:* East vs West, where the key battle lines are drawn* China’s Policy review: what the government is doing to spur domestic semiconductor sector growth. (Free Article) * The Equipment Revolution: the race in all parts of the tool making value chainAs with all the other pieces in the series, this is series, it’s paywalled, Do upgrade/join up if you’re interested, we’d love to have you!Turn context into conviction with Panda Perspectives+:You already read the Substack for big-picture clarity.Panda Perspectives+ adds the action layer live, personalised and ready when you are.Advisory toolbox* 1-on-1 strategy sessionsDirect time with our senior China-Asia analysts—for CIOs, PMs, analysts or founders who need to stress-test a thesis before capital moves.* Custom deep-dive researchFrom a 40-page teardown of BYD’s SiC supply chain to a same-week model on Shanghai micro-fabs delivered to your brief and timeline.* Live Q&A briefings for teams and ICsInteractive calls (slides + recording included) that arm the entire desk with up-to-the-minute intelligence.* Panda Hand-Hold conciergeA dedicated analyst on speed-dial for emerging and private investors, quarterly portfolio health checks to iron out A-share quirks and FX traps, plus 30-minute mini-masterclasses that decode SAFE rules, cross-border custody and dual-currency settles.Active mandates on our desk* China’s evolving consumer-spend mix* 3Q25 macro trajectory & policy inflection points* Factory automation and the robotics super-cycle* Breakthroughs in Chinese healthcare* Latest EV-market shake-ups and winnersReady to sharpen your edge? Join in to the Founder tier for the intro service or browse the full advisory menu, or email us with “Upgrade”in the subject line and we’ll book your intro call within 24 hours.Nothing in this Substack is Investment Advice. This information is provided for informational purposes only and does not constitute financial, investment, or other advice. Any examples used are for illustrative purposes only and do not reflect actual recommendations. Please consult a licensed financial advisor or conduct your own research before making any investment decisions. The authors, publishers, and affiliates of this content do not guarantee the accuracy, completeness, or suitability of the information and are not responsible for any losses, damages, or actions taken based on this information. Past performance is not indicative of future results. Get full access to Panda Perspectives at pandaperspectives.substack.com/subscribe