I think TSMC announcing chip manufacturing in the US and I believe Japan is also a massive shot across the bow. China has enjoyed the ability to corner the rare earth minerals and chip manufacturing markets. I cannot imagine them deciding 2 build 2 at once without super high level conversations. It's something like 18 billion just for the facilities.
I think TSMC announcing chip manufacturing in the US and I believe Japan is also a massive shot across the bow. China has enjoyed the ability to corner the rare earth minerals and chip manufacturing markets. I cannot imagine them deciding 2 build 2 at once without super high level conversations. It's something like 18 billion just for the facilities.