[Opinion] A deep supply chain highlights just how much the global AI expansion depends on this one island nation.
One interesting element you could add to your analysis is the test & metrology ecosystem around AI semis.
💯
Favite is just one example. So many great unknown companies that specialise in very narrow but important parts of the testing ecosystem.
Do you have any companies in mind?
I found this one interesting: https://english.cw.com.tw/article/article.action?id=4574
One interesting element you could add to your analysis is the test & metrology ecosystem around AI semis.
💯
Favite is just one example. So many great unknown companies that specialise in very narrow but important parts of the testing ecosystem.
Do you have any companies in mind?
I found this one interesting: https://english.cw.com.tw/article/article.action?id=4574