Business will find a way

Embargoes and other fun stuff in the Semiconductor Tools Market.

While this post dives into the semiconductor tool market's Q2 data, it is also about the senseless embargo game currently in place. The post illustration shows what my notebooks look like as embargoes enforce what they are supposed to suppress and are replaced by even more restrictive embargoes that… You get the point.

I don’t take sides in the Chip Wars or have an opinion about whether embargoes are needed or justified. I investigate what is going on.

I know that “Business will find a way” (inspired by Michael Crichton’s Jurassic Parc Quote: Life will find a way). The AI part of the embargos has been covered in the post: Pulled out of the black well.

The Semiconductor Tools Market

From a relatively quiet life away from the international spotlight, the Semiconductor Tools companies were propelled onto the geopolitical stage as semiconductors became a matter of national se…