Securing the supply of semiconductors to Europe
The Sound of Economics
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Is There a Risk of Overcapacity in the Value Chains?
There is a real risk of our capacityan this is almost baked into the market. Demand fluctuates with economic cycles, but demand takes years to build. And i think now, because we're pouring so much money from the governments in there, there's areal risk of offbasing and overdoing it. So hereis wheres, if you, ifu think about the oil example, chips being the new oil, if you own the well, you can basel deside just to sell it whaever you want. There might be a need for europe to take part in the diversification away from just the island of tiwan. But in the end, we need
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