Thursday, November 13, 2025 - 10:30AM to 11:30AM
The Xi-Trump meeting October 31 in South Korea left a wake of positive vibes, but also a lot of unanswered questions: exactly how much the US and China will really roll back their respective export controls on semiconductors and rare earths, whether the dispute over Nexperia's ownership will be resolved, and most important, how long this latest truce in the US-China tech competition will last. Join Arthur Kroeber and Gavekal Technologies research director Laila Khawaja for an in-depth discussion of how to understand all the latest twists and turns.
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