2022 was the first year where Chinese 🇨🇳 deaths surpassed births (2/9)
Overall, Chinese population fell in 2022 for the first time ever and is forecast to halve by 2100 (3/9)
India 🇮🇳 overtook China 🇨🇳 as the world’s most populous nation in 2022 (4/9)
Incredibly, India 🇮🇳 is forecast by the UN to be twice the size of China 🇨🇳 by 2100 (5/9)
The US 🇺🇸 is also forecast by the UN to have a modestly expanding population reaching 394 million by 2100 (6/9)
Compared to economic competitors like India, China now has a much older population (7/9)
The consequences of the dramatic shifts in Chinese 🇨🇳 demographics have been discussed by writers such as Niall Ferguson (@nfergus) in the Bloomberg column below (8/9)
With better policies, India 🇮🇳 could leverage its massive and youthful population which gives it a growing demographic advantage against China 🇨🇳
(2/5)
India 🇮🇳 has also become a global tech power, with a massive surge in connectivity 📱 that’s led to an internet user base of over 750 million and growing (3/5)
Despite its dominance in the traditional GPU market, Intel missed almost every new massive semiconductor market opportunity.
❌ It missed out on mobile to ARM
❌ It missed out on the AI wave to Nvidia and AMD
❌ It never built a foundry business to compete with TSMC
(2/12)
ARM’s power efficient architecture has given its chips 99% share of the $25bn market for smartphone chips. More than 225 billion chips based on its designs have been shipped (3/12)