How countries and companies are reshaping their supply chains
Exchanges
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The Investment Implications of the US Chip Act and the US Compete Act
The change in supply chains, that is disruptive. 92% of world supply comes from one country, specifically TSMC in Taiwan. The US chip act and other government-driven investment objectives are really trying to bring that supply back onshore. But the picks and shovels businesses, the semi-cap equipment businesses should be significant beneficiaries.
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