- Im in the same frame of mind, and I wish to hold long term too. My Taiwanese wife is surprised by the amount of Western countries, supply chains electing to be less dependent on China and seeking new clients. She points out there is a lot of internal instability making business with China also difficult making an alternate RE company important. LYC ha.s to be in good stead for the years ahead with premium quality and reliable supply. If China does go in to take Taiwan it will have huge ramifications on anything needing chipsets. Cant imagine how the situation will fully play out but imo we will be experiencing it, I'd say
Ann: FY22 Financial Results Presentation, page-27
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