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MarcosElMalo2
Zeihan on Geopolitics
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Comments by "MarcosElMalo2" (@MarcosElMalo2) on "China and Semiconductors" video.
The lithography machines for using the newest processes cost billions. You might be thinking of tooling costs circa 1998.
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@johnjacobjinglehimerschmid3555 OK, I’m probably thinking of the lithography machines with the luxury package. You know, the leather upholstery, the deluxe clear coat, 4-zone climate control, and alpaca floor mats. 😉
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@mintheman7 your price is off by an order of magnitude.
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@EWolfenstein My cat’s sandbox runs Android.
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@TrendyStone I think it’s possible that we’ll see a replication of cross border auto manufacturing with the mid level and high level silicon, and iPhone manufacturing. Certain regions in Mexico are already into high tech and/or light industrial. I’m more familiar with Querétaro, but you’ve also got León, Puebla, Guadalajara. Querétaro is a center for aerospace suppliers/subcontractors.
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It’s good news/bad news. The bad news is that China falling apart isn’t necessarily a good thing regionally or globally. In fact, it could be pretty bad. The middling news is that Biden isn’t trying to make China collapse. He’s motivating it to get on the right path, a path where they aren’t threatening Taiwan, supporting Russia and NK, stealing intellectual property, manipulating currency, penetrating out computer networks, and generally being irresponsible rat bastards. Let’s hope the atheist commies get right with God. 😉
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