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Technology Stocks : Semi Equipment Analysis -- Ignore unavailable to you. Want to Upgrade?

To: Julius Wong who wrote (91602)	2/3/2024 1:16:37 PM
From: Sun Tzu	Read Replies (2) \| Respond to of 95526

Then you are making an even better argument for me. If a country that is 20 years behind is still able to make everything from handsets to electric cars to leading edge materials and send people to the outer space, then how much advantage does the modern equipment provide? Most things in tech are obsolete after 5 years. But here you are saying that 20 year old tech is still good enough to compete with the US. BTW, a similar argument was made to DoD regarding advanced jetfighters. Iran was able to do amazing things with decades old F-14 fighters. So it was reasonable to question DoD why it needs to develop and buy super expensive planes. Back to the original subject - having Fabs come online prematurely because government provided subsidies for onshoring will be disruptive. And reducing chip feature sizes will prove to be a diminishing return on investment as we hit the physical limits. Either quantum computing will take off like crazy (unlikely) or much Fab equipment industry will face secular shrinking margins and commoditization.