bearish
Tech Supply Chain Tracker (12-Nov-2024): US stops TSMC supply to China; Samsung, SMIC may step in.
SUMMARY
- US blocks TSMC from supplying chips to China, opening up opportunities for Samsung and SMIC due to AI funding and capacity
- India's Tessolve acquires German IC design house and ASE expands to Mexico, increasing market presence post-US election
- Taiwan's tech controls under scrutiny amid Huawei chip controversy; TSMC to ramp up US chip production under Trump's potential second term
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