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Beyond Nvidia: Recent Developments in the Semiconductor Industry

This month we provide an update to our previous Signal From Noise focused on the semiconductor industry, published in November 2022.

The U.S. and Chinese government have at least one thing in common – a strong belief in the strategic geopolitical and economic importance of the semiconductor industry. Authorities in Beijing on May 28, 2024 announced a fresh subsidization effort to bolster China’s domestic semiconductor industry, committing $47.5 billion of fresh investments from the country’...

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