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Taiwan Semiconductor (TSMC)
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Tech News This Week: TSMC, Samsung, Amazon / Nvidia, Super Micro, Smartphone ASP Increasing, AI PC
Equity Bottom-Up
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17 Nov 2024 09:53
TSMC faces export restrictions to China. Korea offers subsidies to chipmakers, but faces labor issue. Amazon ramps up AI chip production. Chip prices driving smartphone ASP increase.
What is covered in the Full Insight:
TSMC Export Restrictions
Samsung and Korea's Chip Industry
Amazon's AI Chip Development
Super Micro's Financial Challenges
Smartphone and AI PC Market Trends
SUMMARY
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Full Insight
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