2min chapter

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US-China Chip War

ChinaTalk

CHAPTER

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.

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