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Strategies & Market Trends : 2026 TeoTwawKi ... 2032 Darkest Interregnum -- Ignore unavailable to you. Want to Upgrade?

To: TobagoJack who wrote (164386)	10/27/2020 8:41:53 PM
From: Gib Bogle	Read Replies (1) \| Respond to of 218125

I don't even know enough to be dangerous, but I recall reading somewhere that most/all semiconductor fab operations rely on equipment from Applied Materials, and that Trump was aiming to penalise companies using anything made in China with AMAT tools in the production chain. I am very hazy on the details, so don't quote me ;) To the extent that this is true, it will handicap semi manufacturing in China, while also incentivising China to copy/develop such tools. If/when China catches up with AMAT, that will be the end of US dominance in that sector.