Strengthening their grip on the semi-conductor industry, South Korea and Taiwan are in the lead, China is catching up fast and Japan appears determined to maintain its market share.... all told the countries commit to almost 80% of global equipment capex
A small number of specialized semi-conductor equipment manufacturers have a lock on all the most advanced applications in high-tech hardware. The industry is foundational in US-China trade negotiations because China tech cannot do without
Semi-conductor equipment makers, a small number of highly specialized companies, have recently been exposed to the uncertainties of a technological shift but the impact of stringent (and unpredictable) constraints to trade may be worse