Semiconductors and the unspoken U.S. tech policy on China, with Paul Triolo
Sinica Podcast
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Semi Conductor Manufacturing Equipment - Six Areas
In previous choke point cases, the industry was able to recover pretty quickly. And there have previously been some cases where pieces of supply tone experienced natural disasters and w impact things, but on much less than before. So if we look at these six areas, let's just briefly go through them. The us leads in the area of semi conductor sin. Think an Nvidia, think apple, think a m d. All those really are designed primarily in the us. Also has one of the three top manufacturing compani's intel,. That has often been a global leader. In Europe, now is really interesting, because europe boasts these niche players like a s m o in netherlands.
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