/biz/ - Business & Finance

Anonymous Fri Mar 3 12:07:42 2023 No.53920892 [View]
File: 480 KB, 1125x1421, 92B67C90-32CD-4921-839E-E311A4684635.jpg [View same] [iqdb] [saucenao] [google]

>taiwan gets chinked: high demand for semiconductor manufacturing equipment because everything gets relocated to USA/Europe
>taiwan doesn't get chinked: high demand for semiconductor equipment anyway
or am i wrong? are semiconductor equipment suppliers a safe bet right now?

Anonymous Thu Mar 2 15:02:05 2023 No.53908714 [View]
File: 480 KB, 1125x1421, 19D82F13-CD9C-4FDF-BB60-EC64C9410111.jpg [View same] [iqdb] [saucenao] [google]

would it be retarded to invest only in TSMC's major suppliers? Companies like ASML and AMAT are unironically too important to fail and now that TSMC and Intel are building new fabs in USA/Europe they'll need even more materials and equipment. Or am i wrong?

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/biz/ - Business & Finance

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