Beijing with Smic and Huawei, Taipei with Tsmc and Seoul with Samsung represent a little less than 60% of the global production of #chip, and if we add Tokyo we reach 80%. The United States have the design giants Intel & Co. on their side, but in terms of production capacity they too are struggling with a share of around 13%. In the last two decades, the West has stood by and watched. Now Europe is paying the consequences?
“And as we are seeing the consequences… and not only in Europe…. is that for a new fair geo-productive balance we put a heavy hand on the margins of listed companies then!?” By Alessandro Nardo