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mendo's avatar

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

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

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?

mendo's avatar

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

The Blind Squirrel's avatar

Seinfeld's best ever scene! Terrific article too.

John's avatar

Great article

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.""""