Semiconductor Equipment

“Ultimately we saw that we actually can get our equipment through an exemption because we were, it was semiconductor equipment, so that was great.”

“So that means that our equipment, our machines have to become self aware. Like, a tool is not a stupid tool anymore, it becomes its own robot, like, it can maintain itself, it can change, it change, like, spare parts by itself and it also observes, you know, h…”

“I think where investors would be liable to get tripped up in these industries here is the snapback tends to be less sharp than expected because there's emerging competition from Chinese competitors.”