Andrew Obin, Managing Director, BofA - Digital Machinations
Momenta I Digital Thread
00:00
The US Manufacturing Capex Boom
The total value of US manufacturing capex is 500 billion. Over the past 20 years, incremental semi capacity has gone outside of the US. We are poised to see US manufacturing ca expenditure grow probably at the fastest rate in two, three decades. And I think what's going to be very different is we see US industrial market as being the fastest growth industrial market in the world.
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