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Markets Dip on Mixed US Eco Data, Waning Fed Bets

Bloomberg Daybreak: Asia Edition

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Navigating Semiconductor Growth Amid Policy Shifts

This chapter analyzes the revenue potential for semiconductor companies driven by favorable policy changes in the US and China, with a focus on the burgeoning demand for AI technology. It also assesses the impact of media chip restrictions on China's AI chip makers and the competitive landscape, including NVIDIA's dominance and the drive for self-sufficiency in the Chinese tech sector.

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