Chip Stocks and the A.I. Explosion
Barron's Streetwise
Navigating the TSMC Conundrum and AI Advancements
Exploring the complexities of TSMC being based in Taiwan and the political implications, along with insights into China's semiconductor challenges. The discussion also covers US strategic ambiguity towards Taiwan, the future of self-driving cars, and the growth in investments related to compute power and AI models.
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