During our recent X Space with @rwang07 and @dnystedt, I discussed the Innovators Dilemma that companies think when entering China.
I am currently reading @PatrickMcGee_’s Apple in China (highly recommend btw), and here is a great framework from near history to think about what may happen to the WFE space in China over the upcoming years.Buy, copy, undercut, export, repeat.$Applied Materials(AMAT.US) $KLA(KLAC.US) $Lam Research(LRCX.US) $TE Connectivity(TEL.US)Source: Chips & Wafers
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