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The Semiconductor Sector Fallout Amid Tariffs & Trade Risks

The Semiconductor Sector Fallout Amid Tariffs & Trade Risks

Morning Brief

April 16, 202512m 32s

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Show Notes

The global semiconductor industry is entering a critical phase, amid escalating US-China tensions, driven by Washington tightening export controls as well as prohibitive tariffs. Masahiro Wakasugi of Bloomberg Intelligence breaks down the cost pressures, supply chain shifts, and strategic pivots plus what comes next for giants like ASML and Nvidia.

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