Reply to thread

Well he's already nuked tiktok and now microsoft are looking at buying it. Is intel or AMD going to buy this?

Much harder to take a manufacturing plant & move it though.

I wonder how much the U.S based semiconductor manufacturers are going to bounce tomorrow. I don't know who SMIC actually supply but it's probably worth looking into, as they're probably going to need a new supplier pretty shortly...

Of the big ones, only intel have U.S based manufacturing plants and their products aren't competitive. A lot of companies use TSMC, and taiwan is basically the opposite of trump's sh!tlist, but massively on china's.

Peter zeihan reckons it's the next one in the crosshairs after they're done with hong kong just FYI. It might be time for me to open my wallet for him again so he can tell me just what's likely to go down there. Not keen on buying a company that's going to have its supply lines annihilated by the chinese government in response to trump's actions.