[Danox]

Too late. The ball is now rolling in China and in 2-4 years, it will never be the same. Enjoy the short term windfall.

[mushstory]

It's true that China is making massive investments in semiconductors.

However, due to US sanctions, they face clear limitations when it comes to advanced nodes.

Furthermore, a $520 billion investment isn't the kind of capital you deploy just thinking about a short-term boom.

The bottom line is, the future is unpredictable.