US Shouldn’t Underestimate China: Substrate’s Proud

What I really want to get your perspective on is China's domestic supply right now and how much you've long been concerned about our exposure in the US to Taiwan and the like. How much is China making strides. Yeah, well, I think when we talk about China's ability to have an advanced semiconductor sector, the question is, can China make fabs.Can they make equipment. The question has always been, will they have access to EUV lithography tools or be able to make their own. And the reporting that came out yest ...