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Episode 3: Geopolitics and Semiconductors

Transistor Radio

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Air Separated Units

Air separated units can probably be up graded. We're already seeing capeks projects in japan for air separaten units now, a specifically focused on semi conductor projects. So the basis point of cost between adding new capacity and upgrading current air separated units like this is a non issue in my opinion. I'm not as worried. And then i a document, i want new production or yes. Ye. A and adthen you talk about how it's only half of the supply, so you're still getting deliveries. You are going to start to be able to sell neon gas at a huge mark up because of the problem. That doesn't seem like that seems like its very active and able

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