Nike’s Earnings Miss, Japan’s Semiconductor Purchase, and Markets in the Second Half of 2023 6/30/23
Morning Call
00:00
The Future of Computer Chips
We're seeing this as you noted globally and in our case here in Japan, the material science space is very strong. If that strategic importance is there for Japan, it's also there for other countries as well. There's a different discussion on the importance of having semiconductor capability within each of these different countries but the reality is no one country will be able to be self-sufficient. You're going to have to be able to support your strengths where you can but you're also going to rely on the global connectedness in the long run.
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