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14:41
Jan 26
Jan 26
Onshore semiconductor foundries for national security.
The U.S. should onshore semiconductor foundry capacity because reliance on Taiwan and other non-allied countries is a national-security risk. Post-COVID supply-chain thinking reinforces this, and although she dislikes how the Chips Act distributed money, she argues it is hard to dispute the need for domestic foundries.
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About U.S. semiconductor foundries Investor Commentary
Across the available history and selected sources, Buzzberg tracks U.S. semiconductor foundries across 1 sources: 1 bullish vs 0 bearish calls from 1 authors. Historical directional balance: 100% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 1 total trade idea tracked. Latest voices: Becky Quick.