She will be trusted by clients of “Western origin”.
Sharing their wide-ranging thoughts on the path forward for the semiconductor industry, Bank of America analysts listed the top five factors that will influence the market. All of them in English spelling begin with the letter “C”, but in translation they form the following list: complexity, cars, clouds, flows (of cash) and conflicts.
Image Source: GlobalFoundries
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In the latter context, the forecasts regarding the business prospects of the American company GlobalFoundries, whose assets are mainly owned by Arab investors, are most interesting, but for some reason this circumstance does not bother any politician in the United States. According to Bank of America analysts, the threat of conflicts in the places of concentration of semiconductor production in Asia (read – in Taiwan) in the coming years will contribute to the emergence of new orders from GlobalFoundries, as well as an increase in specialized subsidies from the US and European authorities.