Brexit and Semiconductors
Interesting news last week with 51.9% of British voters saying yes to Brexit (exiting the European Union). What does it have to do with semiconductors? Plenty! After reading the media’s take on the subject and talking to friends (experts) in China, Taiwan, and Hong Kong, I must say that there is not a consensus to be found and there probably won’t be until the history books document it years from now.
Most compare Brexit to the Donald Trumpism that is sweeping America (angry but largely misinformed people acting out). But to me the risk is FUD (fear, uncertainty, and doubt) that will be used by devious people for their own personal and political advantage, absolutely. China is most certainly one of the countries to watch during Brexit, Russia as well, due to their focused political strength.
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