With Peloton offering up to 400 pounds of selected bike plus and tread packages,

you might go all in with their classes and become a marathon training, shadow boxing, weightlifting,

yoga-loving force of nature, or you may just want to be able to touch your toes. From big sweaty

goals to bendy toe touching goals and everything in between start strong with

up to 400 pounds of selected Peloton packages.

Offrons 31st of January 2024.

Internet Connection and Peloton all access membership at 39 pounds per month required.

Terms apply.

See one Peloton.

Code at UK.

This is John Batcher, conversation about microchips with my colleague Chris Regal of scholar.com.

The report in Bloomberg that China is building 18 fabs to come online in 2024. 18 fabs.

This is not the high end and Chris makes an important distinction.

18 fabs tells me this is command economy thinking.

18-Fabs tells me that foreign investment is not coming into China

and that Shizin-ping has decided again

to pull up the drawbridge and do it ourselves.

18 fabs.

The command economy and the surging of markets, we saw that with the solar panels once upon a time. Did not work then, will

not work now. However, 18 new fabs, what does it mean about competition with the U.S. and Japan and Korea and Europe.

18 new fabs, not high end, low end.

Chris explains.

...