Interview «China Is going to Have Alternatives to Most, if not All, of the Key Bottlenecks in the Semiconductor Supply Chain» The semiconductor sector is the epicenter of the AI boom. Industry analyst Jonathan Goldberg warns that signs of a classic bubble are mounting. He explains why Nvidia’s stock is likely to disappoint going forward and why China’s progress in semiconductor technology is alarming. Christoph Gisiger 08.10.2025
