Aggregate Capex in 2021 of 10 big chipmakers, including TSMC, Intel and Samsung will increase as much as 30% from 2020 to top $100bn. Building as many as 24 chip factories in just the two years to end-2022. Will oligopoly be able to avoid hog cycle?
ft.com/content/4c81a6… https://t.co/LcCDiHFnbw
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,…