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Supply Chain in Semi Conductor Manufacturing
The biden administration has been, you know, specifically calling out and targeting u the idea of making the us. Stronger in semi conductor manufacturing. How much of a difference could that make to future supply demand balance? Well, they pro right now. It's 52 billion dollars,. i think, is the number on on thee, which, frankly, is a rounding error, a gain. T s m c is talking ot one single company. They 're going togoing tospend 50 bilsor a hundred billion dollars over three years, one company. I'm of the opinion it'd probably be detter to spread that wealth around.