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mendo's avatar

AXT could have (much) more problems than benefit as large parte of their business is in China.

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mendo's avatar

The company has ownership interests in ten raw material companies in China, including Nanjing JinMei Gallium Co., Ltd. ("JinMei")

JinMei supplies high-purity materials, including gallium

The company operates a gallium arsenide crystal growth facility in Kazuo, China

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Alexander Campbell's avatar

ooh, good to know! yeah i'm a noob here, need to do a lot more research

what do you think the most likely problems there end up being?

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mendo's avatar

to export part or all of their stuff out of China could become their main problem

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The Blind Squirrel's avatar

Seinfeld's best ever scene! Terrific article too.

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John's avatar

Great article

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mendo's avatar

Do you mean Dalio?

"He shares this trait with figures like Elon and Ray - the ability to create strategic ambiguity that keeps opponents off balance.""""

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