The Future of Semiconductor Manufacturing

There's at least two pieces to why it might happen. One is an additional layer of uncertainty. And then also, when you have a global market, there are more places for you to shift resources and shift product to. The other really big question for all kinds of companies goes back to what on earth happens to all these supply chains? Should there be an invasion of Taiwan? Now that could take up four hours of this podcast, but it's worth mentioning because that is the dark storm cloud that's hanging over these discussions.