AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Is There an Opportunity in Taiwan?
The roadmap looks to be getting harder, especially after the export controls for sure. There was definitely a shot a hope a chance but we essentially have totally cut off the next five years window I think is that fair. In the United States there really isn't a lot of competitive workplaces like it's micron or Intel and essentially you're going to be going to either or. And so I think that's actually a little interesting that I've put a lot of thought about into is that in the United States the actual fabrication process is actually very concentrated and essentially Intel.