Jadestone Capital’s Huang on Huawei, Semiconductors in China, Valuations

The video discusses the impact of U.S. curbs on Huawei, highlighting both challenges and opportunities for companies like Samsung. It explores China's semiconductor development, emphasizing the role of startups and government support. Investment strategies focus on design houses, with a shift towards industrial and automobile domains. The video also covers market trends, 5G opportunities, and portfolio performance, noting the high valuations in the semiconductor space.

What was the nature of Trump's offer to ease curbs on Huawei?

• A permanent solution to the trade issues

• A symbolic gesture with many conditions

• A complete removal of all restrictions

• An immediate lifting of all trade barriers

How has the trade war unexpectedly benefited Chinese startups?

• By lowering production costs

• By increasing government subsidies

• By opening doors to large companies like Huawei

• By reducing competition from foreign companies

What is the current state of valuations in the semiconductor space?

• They are overheated and unreasonably high

• They are slightly undervalued

• They are declining rapidly

• They are at a reasonable level

What is the role of government support in the semiconductor industry?

• It has increased significantly due to trade restrictions

• It has shifted focus to international markets

• It has remained constant over the years

• It has decreased due to market saturation

Which domain is seeing significant progress due to China's semiconductor advancements?

• Retail

• Agriculture

• Automobile

• Healthcare

How does 5G technology influence the semiconductor industry?

• By increasing demand for optical fiber components

• By reducing the need for new chips

• By decreasing the number of required cells

• By making existing technology obsolete

What is the focus of investment portfolios in the semiconductor industry?

• Retail and distribution

• Foundries and equipment makers

• Design houses and application sites

• Consumer electronics