Semiconductors and E-Commerce: Navigating Market Dynamics

This chapter explores the critical role of TSMC and NVIDIA in the semiconductor industry amid U.S.-China geopolitical tensions. It highlights recent trends in technology stocks, focusing on the underperformance of semiconductors and the rise of e-commerce, particularly through Shopify's resilience. The discussion emphasizes the broader implications of semiconductor supply chains and evolving market conditions impacting consumer goods and business strategies.