Susquehanna Financial Group: Chips Manufacturing Won't Be Resolved by Throwing Capital On It

What is the primary focus of the US in achieving semiconductor independence?

• Enhancing marketing strategies

• Reducing production costs

• Scaling R&D and building supply chains

• Increasing consumer demand

How has geopolitics influenced the semiconductor industry in recent years?

• By increasing global collaboration

• By reducing the need for R&D

• By causing confusion and supply chain disruptions

• By stabilizing the market

What is a significant challenge for China in becoming a competitive player in the semiconductor market?

• Insufficient capital investment

• Over-reliance on foreign technology

• Lack of consumer demand

• Decades of required R&D

What is a potential risk of relying heavily on Taiwan for semiconductor production?

• Limited technological advancements

• Natural disasters like earthquakes

• Political instability in the US

• Increased production costs

How are companies like Samsung responding to the need for diversification in semiconductor production?

• By cutting down on R&D investments

• By reducing production in the US

• By building more fabs and supply chains in the US

• By focusing solely on Asian markets