Re: White House convening summit with top execs on chip shortage
there are plans for something around $200 billion for new chip plants ... this tells
me that everyone hit the same wall at the same time ... current foundries have
been upgraded and rebuilt about as much as they can and the next platforms
need newly designed foundries ...
i think that this is more about transitioning chip mfg , a slow spot , but
not like the sky is falling ...
i think these waters are murky and many are looking for some pricing pressure ..