/biz/ - Business & Finance

>>15155856
>semis are so valuable for modern lifestyle, that consumers are willing to continue to buying these even with the trade war premium. maybe, we can't get the lastest processors as cheap as we used to, but we will keep buying them.
i agree, but you are assuming that there is no friction within the supply chain
if there isnt, then yes decreased supply and skyrocketing demand could be good news
but there are about a dozen different governments that could FUDD you out of any gains

>also, there is a chance that companies will start moving the supply chain back in the states.
it will take a few years (at VERY LEAST) for this to happen, and the companies would be losing money the entire time that they are relocating if that happens

if you see a major shift from east asian manufacturing of semi's going to america, there would be a massive dip during the process