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I’m suggesting that Japan would prefer a higher degree of control and independence on semiconductor supply chain in general, to hedge against external factors l
by seatac76 3y ago
I’m suggesting that Japan would prefer a higher degree of control and independence on semiconductor supply chain in general, to hedge against external factors like sanctions. I did not mean to imply that US would sanction them but US sanctions on equipment to China led to losses for Japanese firms.
Having a deeper control of end to end semiconductor supply chain will help hedge against that, equipment sanction revenue loss can be made up by chips fab revenue as such. Makes more sense when you look at it from the government perspective, it is the government driving this despite how it appears.