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Episode 114: More Semi Tariff Chaos, Lip Bu's Plan, TSMC Earnings

The Circuit

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Market Uncertainties and Tech Resilience

This chapter examines the uncertainties surrounding a major semiconductor company's future following cost-cutting measures and potential layoffs, while analyzing TSMC's earnings amidst volatile demand. It highlights the need for transparency in predictions, discusses impacts of semi-tariff chaos on various sectors, and balances apprehensions about market disruptions with an optimistic outlook.

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