Decoupling -> capital inefficiency in chip business -> “There is a beneficiary of that capital inefficiency, and that’s us.” ASML as maker of machines to make chips is in a sweet spot right now.
ft.com/content/26cc29… https://t.co/8efVnK3wH2
RT @BJMbraun: How to be an effective political economist: Laser focus on the neuralgic points of the state-market nexus, follow
May 18, 2023
RT @BJMbraun: How to be an effective political economist: Laser focus on the neuralgic points of the state-market nexus, follow the money,…