Semiconductor Oulook: an alternative take

Yes, and things are changing fast here.

The bean counters must be mighty desperate to allow manufacturing to be set up in the US again. This will affect the world market and it will affect geopolitics too. I hope it has a stabilizing effect on markets and a positive effect on foreign relations.

I saw that Samsung are opening up semiconductor manufacturing in the US.. the UK could throw in some clowns with that (is satire politics?).