The Companies and Markets show: A travel boom and semiconductor wars
Investors' Chronicle
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What's Next for Semiconductors?
The US China trade war is really in many ways a chip wall. It means you've got restrictions and subsidies being thrown around by nation states. Domino's PLC reports in a couple of weeks, whether that kind of trend does shift over to the UK as well. And we go from high profile chip shortage possibly to a glut.
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