REVIEW: #CHIPS: Excerpt from a conversation with colleague Chris Riegel of Scala.com re the Bloomberg report from the trade site SEMI that Beijing intends to bring 18 fabs online in 2024. Not high end fabs. Rather routine low-end. What does this mean f

REVIEW: #CHIPS: Excerpt from a conversation with colleague Chris Riegel of Scala.com re the Bloomberg report from the trade site SEMI that Beijing intends to bring 18 fabs online in 2024.  Not high end fabs.  Rather routine low-end.  What does this mean for the PRC recovery from the downturn and for future growth?? What does this mean for American and European investment in the PRC?

https://www.semi.org/en/news-media-press-releases/semi-press-releases/global-semiconductor-capacity-projected-to-reach-record-high-30-million-wafers-per-month-in-2024-semi-reports

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