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Daybreak Weekend: Netflix Earnings, ECB Preview, TSMC

Bloomberg Daybreak: Asia Edition

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Cautious Optimism and Semiconductor Strategies

This chapter examines the cautious optimism investors feel about recent stock market gains linked to China's stimulus efforts, while highlighting concerns within the tech sector, particularly regarding TSMC's performance and the challenges of meeting growing AI hardware demand. It also discusses the geopolitical implications of semiconductor production in Taiwan and TSMC's expansion plans in Japan and Arizona to diversify its manufacturing capabilities.

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