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The 2030s decade in China is gonna be insane.
The only way Taiwan could be able to keep their monopoly is by becoming part of China
It seems like the sentiment is swinging towards repatriation there.
Hopefully, We need to stop Western dominating the market and rely on the other producers.
My expectation is that we’re gonna see a similar story we saw with solar panels. Once China ramps up production, they’re going to dominate global markets because they’re gonna be able to produce at scale and cost that nobody will be able to match.
