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Uncertainty Surrounds Jay Powell & US Trade

Bloomberg Surveillance

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Semiconductors and AI: Navigating Global Complexities

This chapter explores the intricate dynamics of the semiconductor market, emphasizing key players like TSMC and the impact of geopolitical factors on trade. It discusses the challenges faced by the Chinese semiconductor industry, the evolving role of AI in technology, and the ongoing rivalry between the U.S. and China. The conversation highlights major investments in AI and the uncertainties surrounding profitability, as well as the integration of AI advancements in consumer technology.

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