Telecoms recession, China and Germany
May 28, 2024•1 hr 15 min
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Episode description
This week’s pod was recorded remotely because Scott was larging it in the Canary Islands. After reflecting on Scott’s weekend on the lash, they start by reviewing data showing the telecoms recession is set to get worse before it gets better. They move on to assess China’s ability to manufacture cutting-edge chips before concluding by discussing a popular story of Iain’s regarding German policy towards Huawei.
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