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Apparantly we are in for another major escalation of the chip wars:

https://www.reuters.com/article/us-usa-china-smic-exclusive/...

Exclusive: Trump administration weighs blacklisting China's chipmaker SMIC

The message here is clear - US is not a reliable tech vendor.

This is the exact reason why RISC-V is getting increasingly more attentions.

I'm all in SMIC stocks. You can get a sizeable part of the company today for cheap, and if sanctions continue, and issues with Taiwan scalate, China is going to go all-in SMIC as well.

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