Various U.S. export restrictions and sanctions have hit China's semiconductor industry which was already seen as generations behind other countries. Now Chinese firms appear to be making sanction-defying progress in chips, but there are some big challenges to overcome.
0:00 - Sponsor
0:30 - Welcome
5:20 - Stat of the week
6:16 - Why semiconductors are so important
7:19 - How the US limited Chinese access to chip technology
9:11 - The complexity of the chip supply chain
12:15 - ASML's role
15:29 - SMIC's challenge
18:30 - Looking ahead to the future
20:12 - How far ahead is ASML?
21:57 - Bitcoin rally
23:40 - Neuralink
26:50 - Sony
29:27 - Lockbit hack
32:42 - Sora
36:36 - Stat of the week reveal
