Doug from Fabricated Knowledge on the Semis industry and his RMBS thesis
Yet Another Value Podcast
The Biggest and Most Fragile Part of the Supply Chain
50 % of all semi conductorsor the ones that are really leaping edge, are made on a tiny island, you know, a hundred miles off shore of china. That is by far the most fragile part of the entire thing. And i am always terrified when people are like, well, they should just invade it. I don't know, it would be like burning the library valuenturs, an thing, like the modern equivalent. If we had that much supply go off lying, everyone would massively lose for forever.
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