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MBW 970: Too Little Jam Over Too Much Bread - Rumors of Apple's Next Vision Pro

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Navigating Semiconductor Turbulence

This chapter explores the intricacies of the semiconductor industry, particularly focusing on TSMC's Phoenix factory and the implications of the CHIPS Act amidst ongoing geopolitical tensions. It critically examines U.S. tariff policies, the impacts on global supply chains, and the broader ramifications of trade conflicts with China and Taiwan, interspersed with personal anecdotes for a lighter touch.

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