RE: Daily Crypto Markets Live Blog: Bitcoin Heading Towards $45K (02/08/21)

[taskmaster4450le]

The EU is taking steps to reduce the dependence on Asia for semiconductors.

• EU’s chip production plan aims to ease dependency on Asia

All major economic centers are making this transition.

Japan is funding a plant for Sony/TSMC.
The US has about $100B in plants being built.
And now the EU is putting forth near $50B.

This is how quickly things can change.

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[taskmaster4450le]

Ohio getting into the game with a $20B investment from Intel.

• Ohio governor touts Intel's $20B semiconductor investment's 'long-term impact' for the state

This in addition to Arizona and Texas.

There is also a rumor that someone (Micron?) is going to build a big facility in North Carolina.

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[taskmaster4450le]

The race is getting very serious.

• Where the US can beat China: semiconductors

We are going to see some serious buildout over the next half decade. If there is a place to invest, it would be in semiconductor construction. Imagine an ETF for that.

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