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ID: vxRIEevX/pol/510842499#510846987
7/20/2025, 2:29:17 AM
>>510845792
>>510846527
Also, everyone is now developing their own materials (chemicals, filters, etc.) after the COVID crisis put global supply chain for critical areas such as Semiconductors into the spotlight. This is why every country with a Semiconductor industry is developing their own domestic supply chain. This is cutting into the last area where Japan had a key role.
Notice how only Japan is shrinking? More and more countries are going local and even this is going to kill your semiconductor supply industry.
Further, the latest nodes require newer chemicals that are proprietary thus once these leading edge nodes become more mainstream, this will hasten the decline of your companies.
Again, Japan is kill.
>>510846527
Also, everyone is now developing their own materials (chemicals, filters, etc.) after the COVID crisis put global supply chain for critical areas such as Semiconductors into the spotlight. This is why every country with a Semiconductor industry is developing their own domestic supply chain. This is cutting into the last area where Japan had a key role.
Notice how only Japan is shrinking? More and more countries are going local and even this is going to kill your semiconductor supply industry.
Further, the latest nodes require newer chemicals that are proprietary thus once these leading edge nodes become more mainstream, this will hasten the decline of your companies.
Again, Japan is kill.
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