bullish
Tech Supply Chain Tracker (05-Dec-2024): AI sovereignty.
SUMMARY
- Artificial intelligence granted sovereign status, with autonomous decision-making capabilities, gaining power and authority.
- Fujifilm Taiwan expands by building a new plant in Hsinchu, while ASM grows in proximity to TSMC and suppliers in Taiwan.
- China issues a warning to Biden and Trump with an export ban on gallium and germanium, impacting US industries; Marvell sees strong 3Q24 results boosted by high demand for AI silicon.
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