July 10, 2025 08:00 PM GMT Greater China Tech Semiconductors | Asia Pacific China auto semi localization: investor feedback Investors generally agree on the auto semi localization trend given the predominance of China EVs in the global market, Chinese government advocacy and ample mature node foundry supply. Discussions mainly centred around the best proxy, implications for global auto semi stocks, and the possibility of direct exports We published Three investment themes in China auto semi localization on ...