How will the new export ban hurt semiconductor companies such NVIDIA, AMD, INTEL, Qualcomm, and ARM ? Is this export ban mostly for manufacturing that relates to memory chips and manufaturing related to china that competes with TSMC ? #TSMC #semiconductor #qualcomm #nvidia #intel #ARM #AMD
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Absurdities of the Bay Area 😒
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I do tech screens at Google. AMA
Add ASML, Lam, Applied Materials, KLA to that too. Those stocks have been down bigly.