How countries and companies are reshaping their supply chains
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The Future of the Semiconductor Industry
Long-term veterans in the semiconductor industry are skeptical that we will be able to generate any type of self-sufficiency. Taiwan and TSMC specifically have accelerated way beyond anything we've seen in the developed market space at this point. But again, coming backwards and saying the picks and shovels businesses that are going to be involved in building out that capacity doesn't matter so much because the capital commitment is there.
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