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Xi Welcomes Putin and Modi at the SCO Summit; Perspective on the India and China Buzz; World War II and a 'Memory War'

Sharp China with Bill Bishop

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Tariff Transformations and Tech Tensions

This chapter analyzes the recent legal decisions impacting tariffs on semiconductor companies operating in China, focusing on significant players like Samsung and SK Hynix. It discusses how these rulings introduce operational challenges while also highlighting NVIDIA's market potential in China amidst geopolitical tensions. The conversation reflects on the evolving landscape of chip policies and the competitive threat of China's indigenous semiconductor advancements.

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