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Bloomberg Surveillance TV: July 23rd, 2025

Bloomberg Surveillance

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Navigating Semiconductor Funding and Trade Relations

This chapter discusses a comprehensive funding model for semiconductor manufacturing in the U.S., emphasizing Japanese investment while maintaining operational control internal to the U.S. It also explores tariff implications on U.S.-Japan trade relations and how such strategies could affect broader international agreements, particularly with Europe and South Korea. Finally, the chapter reflects on the delicate balance of export controls with China, considering national security while promoting mutual economic benefits.

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