I don’t understand the case exactly. Is it that there’s room to innovate (like WeavAir, the startup they feature early in the article) or that there’s unmet dem

I don’t understand the case exactly. Is it that there’s room to innovate (like WeavAir, the startup they feature early in the article) or that there’s unmet demand (what the article references with COVID semiconductor shortages)? Certainly innovations can create markets on their own but I don’t see a temporary shortage as being some kind of opportunity to break into the industry. What would they do - build fabs? And if so why would they be able to do that any faster than others? Where will Canada get all the talent something like that requires, not to mention the capital? The article later focuses on winning niche portions of the semiconductor market - which may be feasible if they innovate ahead of others. But it’s easy to wish for that and hard to realize it, especially given all the barriers to business in Canada (tax policies etc).