Gauging the Resiliency and Impact of the Consumer
Bloomberg Businessweek
00:00
Trade Tensions and Uncertainty in the Chip Sector
This chapter discusses the impact of trade tensions between China and the US on the chip sector, focusing on the challenges faced by companies like Nvidia. It explores the potential ramifications of restrictions on semiconductor chips and the difficulties in predicting earnings in an unpredictable market. The chapter also examines the significance of DRAN (Dynamic Random Access Memory) and the potential political motivations behind chip restrictions.
Transcript
Play full episode
