Sanaenomics will align Japan and TW so much closer, and it's fast. With recent TSMC upgrading its Kumamoto plant from 6nm to 3nm, Jap already pledged ~ $5b on this plant and will invest more. I'm much more bullish in their speed of fab construction/time to production than the Arizona one in US

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Disclaimer: The content above is only the author's opinion which does not represent any position of Followin, and is not intended as, and shall not be understood or construed as, investment advice from Followin.
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