“They have reduced volume because their machines are…” — Decoder with Nilay Patel at 37:35
“They have reduced volume because their machines are tariffed when they go to the United States. Along with that normally comes Siemens automation. So we see that. But the direct impact is rather low. It's a second impact. And we are increasing our resilience as we speak. As it comes to certain semiconductors, we are…”
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