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11min chapter
The Swing-State Economic Realities, Pagaya CEO
Bloomberg Businessweek
Semiconductor Market Trends and Challenges
This chapter examines TSMC's impressive revenue growth and its implications for the semiconductor industry amidst rising AI demand. It explores geopolitical risks related to Taiwan's manufacturing significance, efforts to diversify production locations, and the impact of the CHIPS Act on U.S. semiconductor activities. The discussion also touches on key players like Intel and Nvidia, highlighting their financial struggles and market performance in the current economic landscape.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode