US Pulls TSMC China Waiver, Tech Stocks Fall
Bloomberg Tech
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Impact of U.S.-China Relations on Semiconductor Firms
This chapter explores the impact of U.S.-China relations on semiconductor companies, with a focus on firms like KLA, Tokyo Electron, and Lam Research. While China's market poses challenges, it is not expected to significantly undermine their financial stability, leading into a discussion on emerging generative AI applications.
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