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

The Circuit

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Tariff Tensions: Economic Implications for Hardware Sales

This chapter explores the economic ramifications of upcoming tariffs on various consumer goods, emphasizing sectors like hardware, cars, and PCs. It analyzes how companies like Apple might manage cost increases and examines the shifting market dynamics and investor sentiment surrounding semiconductor stocks amidst these challenges.

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