I Think It's a Good First Start

Taiwan is going to invest 40 billion on its own this year. The US used to manufacture a lot more of the world chips, it used to be 30 or 40% of the world's semiconductors were manufactured in the US. Now it's 12%. That's a national security risk. It really came into play during the pandemic when we had all the supply chain bottlenecks. We could really feel it tangibly.

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