Europe’s Digital Economy: What’s Driving Europe’s Tech Acceleration
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Semi Conductor Chips
Five g network technology, where two of the leading players are european. And you mention smart phone on wheels, are smart phones or five g? More broadly, another majro gros area, absolutely, we've got to think about conectivity. We do think decisions that were made a number of quarters ago to start ramping up supply will actually mean that there is going to be less of a scarce of these semi conductors.
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