The 2025 chip trade outlook 12/23/24
Increased competition is already impacting the chips trade, and that’s expected to continue into next year. But the biggest risk could be geopolitical, with Taiwan as the standout headwind for semiconductors in 2025.
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Show Notes
Increased competition is already impacting the chips trade, and that’s expected to continue into next year. But the biggest risk could be geopolitical, with Taiwan as the standout headwind for semiconductors in 2025.
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