Do you think that the concentration of this capacity in a single place is dangerous in a relevant way? I can think of some conception of this where resilience of semiconductor supply is mostly a positive externality so no one really invests in it. Should governments be investing in diversifying supply?
Do you think that the concentration of this capacity in a single place is dangerous in a relevant way? I can think of some conception of this where resilience of semiconductor supply is mostly a positive externality so no one really invests in it. Should governments be investing in diversifying supply?