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Tech bull market just getting started - Dan Ives
Investing Experts
Shifting Dynamics in the Semiconductor Industry
This chapter examines the transformation within the semiconductor industry, focusing on major companies like Amazon, Microsoft, and Google as they pivot towards in-house chip development. It also discusses the impact of the CHIPS Act on Intel's future amidst growing competition from Asian firms and the role of generative AI in reshaping the tech landscape.
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highlights
Listen to the best highlights from the podcasts you love and dive into the full episode