A Taiwanese court has sentenced a former Tokyo Electron employee to 10 years in prison for stealing TSMC's proprietary data, highlighting the growing threat of industrial espionage in the island’s most strategic sector https://t.co/pvriugp64j ...

Semiconductor supply chains are mostly self financed now. The top of the chain (nvidia, tsmc) are so flush with cash that they just bankroll their own precision manufacturers. In the future they should probably just get into general merchant and sme banking, have venture arms for embodied AI, etc. ...