'we' is a more global term to me including India. We have dropped the ball in many countries. Europe India and Australia now invent new uses and design semi conductors well, but lack the capacity to mass produce for commercializing them. And Taiwan Korea had the foresight to see the nano scale trend. They ordered EUV machines from the only people in the world who make them, ASML who are a Dutch company.
Will be interesting to see who AXE choose as a foundry. The best of the best is the Taiwan Semiconductor Company TSMC. Next is Samsung. Any announcement with these names would be massive. But, let me not get ahead of myself.
AXE Price at posting:
89.0¢ Sentiment: Hold Disclosure: Held
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