Dylan Patel

This is what China is investing in. as well. It's like they can build out this long tail fab where the techniques are much more known. You don't have to figure out these problems with EUV. They're investing in this. And then they have large supply for things like the car door handles and the random stuff.

This is what China is investing in. as well. It's like they can build out this long tail fab where the techniques are much more known. You don't have to figure out these problems with EUV. They're investing in this. And then they have large supply for things like the car door handles and the random stuff.

And that trickles down into this whole economic discussion as well, which is they have far more than we do. And having supply for things like this is crucial to normal life.

And that trickles down into this whole economic discussion as well, which is they have far more than we do. And having supply for things like this is crucial to normal life.

And that trickles down into this whole economic discussion as well, which is they have far more than we do. And having supply for things like this is crucial to normal life.

I think if you have the demand and the money is on the line, the American companies figure it out. It's going to take handholding with the government, but I think that the culture helps TSMC break through and it's easier for them.

I think if you have the demand and the money is on the line, the American companies figure it out. It's going to take handholding with the government, but I think that the culture helps TSMC break through and it's easier for them.

I think if you have the demand and the money is on the line, the American companies figure it out. It's going to take handholding with the government, but I think that the culture helps TSMC break through and it's easier for them.

I'm sure we agree with you.

I'm sure we agree with you.

I'm sure we agree with you.

We told you Dylan knows all this stuff.

We told you Dylan knows all this stuff.

We told you Dylan knows all this stuff.

I mean, ultimately, the export controls are pointing towards a separate future economy. I think the US has made it clear to Chinese leaders that we intend to control this technology at whatever cost to global economic integration. It's hard to unwind that. The card has been played.

I mean, ultimately, the export controls are pointing towards a separate future economy. I think the US has made it clear to Chinese leaders that we intend to control this technology at whatever cost to global economic integration. It's hard to unwind that. The card has been played.

I mean, ultimately, the export controls are pointing towards a separate future economy. I think the US has made it clear to Chinese leaders that we intend to control this technology at whatever cost to global economic integration. It's hard to unwind that. The card has been played.

It seems like it's already happening. As much as I want there to be centuries of prolonged peace, it looks like further instability internationally is ahead.

It seems like it's already happening. As much as I want there to be centuries of prolonged peace, it looks like further instability internationally is ahead.

It seems like it's already happening. As much as I want there to be centuries of prolonged peace, it looks like further instability internationally is ahead.