Even when we've seen difficulties with US businesses, for example, operating in China, it seemingly hasn't affected Western investors' perception of these companies' futures. Qualcomm, Texas Instruments, and Broadcom are all American semiconductor companies that make between one third and two thirds of their revenue in China. If that was to drop, that would be a huge business impact. These companies are operating precisely where the worst disputes over advanced technology are between the US and China. Could this change if things escalate? Yeah, definitely.

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