Tech at the mercy of politics and a global EV scramble

Hi, everyone, it's Kenji from Hong Kong. We are witnessing a new round of Sino-American rivalry after U.S. House Speaker Nancy Pelosi visited Taiwan, meeting President Tsai Ing-wen and key semiconductor industry leaders. Outraged by the highest-ranking Washington official to land on the self-ruled island in 25 years, Beijing is already flexing its military muscles harder in the surrounding waters, and more sanctions are expected.