The US-China Trade War Is Likely to Split the Semiconductor Industry into Two Groups.
1.1k Views27 Dec 2024 04:52
US-China trade war drives shift towards Advanced and Matured Technologies led by TSMC and SMIC, with AI offering hope for semiconductor and lagging technologies. Singapore fabs less of a concern.
What is covered in the Full Insight:
- Introduction: US-China Trade War and Semiconductor Industry
- Leadership and Focus in Technology
- Challenges in Technology Acquisitions
- Industry Earnings and Executive Changes
- Construction and Investment in Singapore
SUMMARY
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Full Insight
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Patrick Liao
Taiwan Tech Focused Senior Analyst
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