US Export Restrictions, Intel Layoffs, Applied Materials, and TSMC
Very interesting Twitter thread on this here <a href="https:&#x2F;&#x2F;twitter.com&#x2F;jordanschnyc&#x2F;status&#x2F;1580889341265469440?s=46&amp;t=Sj_DKlDJQyMNTk68gXhbIw" rel="nofollow">https:&#x2F;&#x2F;twitter.com&#x2F;jordanschnyc&#x2F;status&#x2F;1580889341265469440?...</a><p>Pretty dramatic stuff but unsure how this will benefit the US since obviously to have this much western talent and IP the Chinese weee investing heavily. Remains to be seen if the west is going to do likewise.