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Episode 118: Weekly Update (Tariffs), AI Budget Spend, Semis and Saudi's

The Circuit

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Tariffs, Semiconductors, and Economic Impacts

This chapter explores the intricate relationship between tariffs on semiconductors and their effects on U.S. national security and economic competitiveness. It examines the fragility of the semiconductor supply chain, the implications for AI and CPU investments, and the uncertainty surrounding U.S.-China trade relations.

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