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supply restrains create opportunities. you think China is waiting for the exports restrictions to ease up while doing nothing?
by ekianjo 3y ago
supply restrains create opportunities. you think China is waiting for the exports restrictions to ease up while doing nothing?
- scott_w 3y agoIs this restraining supply in any real sense? ASML will want to setup new factories, so saying "one of those needs to be in the EU" is more about directing the funding rather than forcing it to not happen. In principle I'm not against ensuring some protection of access to strategic resources for countries. (Note I say "access" and not "exclusive access").