Interestingly both EU, China, and the US are taking large steps to become less reliant on each other for semiconductor production. My guess is that, however strong an argument this is currently, it will be less so in the future.
I wonder to what extent governments will be successful in this effort. Are semiconductor companies easy to replicate or should is it a field where we should expect the current leaders such as ASML (Dutch) to keep lead even after governments pour in money?
Interestingly both EU, China, and the US are taking large steps to become less reliant on each other for semiconductor production. My guess is that, however strong an argument this is currently, it will be less so in the future.
I wonder to what extent governments will be successful in this effort. Are semiconductor companies easy to replicate or should is it a field where we should expect the current leaders such as ASML (Dutch) to keep lead even after governments pour in money?