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9min chapter
RenMac Off-Script: Data and Industrials
RenMac
Semiconductor Trends and Market Dynamics
This chapter explores contrasting semiconductor trends between the U.S. and China, emphasizing the implications of China's rising capabilities in a competitive tech landscape. It also analyzes market sentiment, investor behaviors, and the impact of geopolitical and political factors on industry performance.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode