> Also no one is talking about how exposed we are to Taiwan.
We aren't? It's one of the reasons the CHIPS Act et al get pushed through, to try to mitigate those risks. COVID showed how fragile supply chains are to shocks to the status quo and has forced a rethink. Check out the book 'World On The Brink' for more on that geopolitical situation.
We aren't? It's one of the reasons the CHIPS Act et al get pushed through, to try to mitigate those risks. COVID showed how fragile supply chains are to shocks to the status quo and has forced a rethink. Check out the book 'World On The Brink' for more on that geopolitical situation.