Insights like these are why they pay him the big bucks. /s

Also SK Hynix CEO: thanks btw!

Why build new factories only in US, not in Europe? Another Trump appeaser?

Wow. No shit?

Why not cover both? I'm sure a fab or three would do just fine ever over here.

In other news: water is as equally wet as it's always been. More at 11.

As for US, I think it’s partially political, partially practical. Close to data centers is practical. As for political, there’s fears about the collapse of Intel and the invasion of Taiwan, as well as Trump wanting to strut. As for EU, there have been no incentives or advantageous policies for existing producers, so it’s not even considered interesting or viable rn

Doesn't Trump want to essentially nullify the CHIPS Act because he thinks transistors are trans or something?

Not even joking.

Then lower them, bitch

This is them knowing money train is going to crash and trying to prepare for the quarters after collapse when profits plummet.

"Don't get mad at me! We were all cheating then! That was extra, not normal, not realistic!"

What is this from?

https://www.youtube.com/watch?v=WLfAf8oHrMo