• BombOmOm
    link
    -11 year ago

    And here we see the continued shift away from China. They just aren’t as price competitive as they used to be, their horrid demographics make them a terrible long-term investment, and there is always the off possibility they decide to invade Taiwan and any investments in the country just poof.

    • BrikoXOP
      link
      fedilink
      21 year ago

      I wouldn’t call this a shift. 400 millions is not that much in this industry.

      There has been a wave of diversification, but it mostly has to do with security implications and political pressure. So far none of the new investments are for anything top of the line so Taiwan still has monopoly on top-line production.