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> lackluster demand for older chips and tariff uncertainties ... numerous chip suppliers shift their investment strategies to "wait and see" mode. That's comin
by Animats 2y ago
> lackluster demand for older chips and tariff uncertainties ... numerous chip suppliers shift their investment strategies to "wait and see" mode.
That's coming up in other investment areas. The Wall Street Journal has been screaming about this for weeks. Nobody can figure out where to build capital-intensive projects because the rules change every few days.
- betaby 2y agoI would imagine rules are not changing every day in Japan, yet still there are investments slowdown.
- lovich 2y agoThese companies do business with the US and the US is threatening anyone who doesn’t do as they’re told, including how they act outside the US. The rules very much are changing everyday for everybody
- numpad0 2y agoIt's just not safe to make moves while a chart this absurd and detached[1] is trying to synchronize with the reality 1: https://upload.wikimedia.org/wikipedia/en/timeline/cyd4lm85hqtso4fi5k96i0zxvyezfyv.png https://upload.wikimedia.org/wikipedia/en/timeline/cyd4lm85h...
- pjc50 2y agoWhat is that chart of? Not labeled on the vertical axis other than $. $ of what?
- icegreentea2 2y agoIt's nominal GDP: https://en.wikipedia.org/wiki/List_of_countries_by_GDP_(nominal) https://en.wikipedia.org/wiki/List_of_countries_by_GDP_(nomi... I'm not really sure exactly what point the OP was trying to make.
- 9283409232 2y agoTrump thinks that this will cause people to determine that only the US is where they should build but it doesn't work like that. You still need supply chains with other countries even if you want to domesticate production. Political unrest is also bad for business. My head of R&D being snatched up by the FBI or ICE because they said mean things about Elon Musk is bad for my company. Everything going on right now is just telling companies to sit on a pile of cash and wait it out.