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SOTS 2nd Hour: Trump Tariffs Latest: Nvidia’s $5.5B Hit, Rare Earth Metals Probe, and More 04/16/25

Squawk on the Street

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Impact of U.S. Licensing on Tech Sales to China

This chapter explores how U.S. licensing policies affect technology sales, particularly GPUs, to China and the challenges faced by domestic companies. It highlights the implications of tariffs and embargoes on semiconductor development, emphasizing the risks and uncertainties in the investment landscape.

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