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I think it cannot be understated how important this may be in the future, given the geopolitical situation btw the US/EU, China and Taiwan.


"overstated"


I wonder if the distribution/import costs would be offset by the wage cost?


Considering some of these chips will go back to Asia for manufacturing… probably not.


W. Buffet has invested in TSMC recently. It can't be a coincidence.




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