2 ms·
Too late. The ball is now rolling in China and in 2-4 years, it will never be the same. Enjoy the short term windfall.
by Danox 4mo ago
Too late. The ball is now rolling in China and in 2-4 years, it will never be the same. Enjoy the short term windfall.
- mushstory 4mo agoIt's true that China is making massive investments in semiconductors. However, due to US sanctions, they face clear limitations when it comes to advanced nodes. Furthermore, a $520 billion investment isn't the kind of capital you deploy just thinking about a short-term boom. The bottom line is, the future is unpredictable.