Quite simply, how do you see what is going on? How do we make sense of this as political economists, either from a domestic or an international perspective or both?

OK, my research is on semiconductor industry.

So as far as this sector is concerned, I think the picture is a little bit more complicated.

Now, people talk about the first China shock, which happened in the 2000s when there was cheap manufactured goods from China flourishing.

flooding international markets.

So basically dumping very cheap Chinese manufacturing goods in different parts of the world.

But are we seeing the same thing in semiconductors? I would say the picture is quite different nowadays.

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