semiconductor supply chain
1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Jul 23, 2026 by Jordi Hays · across every show →
Everything said about semiconductor supply chain, oldest first
Jul 23, 2026 neutral
US enforces Taiwanese chip export controls via historical patent licensing
“A lot of the semiconductor supply chain intellectual property started in America, was developed in America, but then eventually went, went abroad. And that actually does give America some leverage. That's the basis for the chip controls. Like, why can America …”