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It still comes down to that age-old management dilemma: "Do we take the faster, cheaper and easier road and 'buy built' which puts us at the mercy of our suppliers, or do we take the slower, more difficult and more expensive road and 'build it ourselves' which will allow us to compete with and even outsell our current suppliers?

When the suppliers are reliable, as with US semiconductor suppliers until the Trump administration policy of embargoing China occurred, Chinese manufacturers were perfectly happy buying hundreds of billions of dollars worth of 'buy-built' semiconductors from the US (which also went to balance out the US trade-deficit). So they didn't bother setting up their own fabs.

But now the Chinese are throwing hundreds of billions of dollars at their 'Chinese are behind in semiconductors' problem.

I predict that within very few years, very likely before 2030, the Chinese semiconductor industry will surpass and then destroy the US semiconductor industry. Just as has happened with many other US industries that no longer exist.