The CHIP act makes way more sense to me financially + getting the bill passed given this stuff. Long-term this does just push China into self-sufficiency faster... But near term, US co's profit?
I was mostly curious about the jobs market angle (we are busy in the GPU / AI / data center space) but it was light there..
I think it's more about making the US independent from China, not about hurting China. Of course it is phrased as the latter so that it won't hit as much kicking and screaming from US companies who suddenly have to scramble for new supply chains.
I was mostly curious about the jobs market angle (we are busy in the GPU / AI / data center space) but it was light there..