Geopolitical Impacts on the Semiconductor Sector

This chapter explores the ramifications of antitrust laws and a high-profile lawsuit involving a Federal Reserve official related to Presidential demands. It delves into market reactions concerning tech stocks and semiconductor companies, particularly amidst tensions in U.S.-China relations and potential tariff increases. Additionally, the discussion highlights NVIDIA's future growth prospects, driven by advancements in GPUs and the data center segment, while addressing the energy challenges these developments may present.