ASML Chief on China Chips, HSBC Restructuring, GM Earnings
Bloomberg Intelligence
The Tech Cold War: ASML and Semiconductor Dynamics
This chapter explores the tech cold war between China and the West, focusing on ASML Holdings and its decreasing reliance on the Chinese market amid U.S. pressures. It contrasts ASML's struggles with TSMC's promising AI revenue growth and examines the broader implications for the semiconductor industry. The discussion highlights the differing fates of traditional markets and the emerging AI sector, along with personal insights on smartphone upgrades.
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