Apple Watch Import Ban, Intel’s Foundry Business, and OpenAI’s Valuation 12/26/23
TechCheck
Rebalancing in Semiconductors and OpenAI's Valuation
This chapter explores the potential rebalancing in the semiconductor industry, focusing on AI and other drivers for chips in 2024. It also discusses OpenAI's valuation, comparing it to other tech companies and speculating on the company's future plans.
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