Semi Equipment Analysis Message Board

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Technology Stocks : Semi Equipment Analysis

SOXX 270.83

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4:00 PM EST

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To: Sam who wrote (86581)	3/5/2021 8:55:40 AM
From: The Ox	of 95456

As a general rule, it's a wise move for the EU and the US to have more security in their local manufacturing base. Since both already have vibrant semi industries that are thriving, picking a target date 8 to 10 years out should not be an issue, if these governments are truly focused on supporting them. As you've stated recently, the move towards more semis everywhere, in nearly everything imaginable (and new things we may not even be considering today) is a non-stop force. The balancing act between over manufacturing older technology and staying in front of the curve is a massive undertaking. There will be starts and stops...that's for sure!

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