Too late. The ball is now rolling in China and in 2-4 years, it will never be the same. Enjoy the short term windfall.

It's true that China is making massive investments in semiconductors.

However, due to US sanctions, they face clear limitations when it comes to advanced nodes.

Furthermore, a $520 billion investment isn't the kind of capital you deploy just thinking about a short-term boom.

The bottom line is, the future is unpredictable.