bearish
Tech Supply Chain Tracker (21-Jan-2025): Broadcom: Samsung's beacon vs. Nvidia.
SUMMARY
- Broadcom offers hope for Samsung as Nvidia encounters difficulties, potentially shifting the balance in the semiconductor industry.
- Taiwan's aerospace supply chain looks forward to expansion with new opportunities in the US market, driving optimism for future growth.
- China encounters hurdles in competing with Starlink in low Earth orbit satellite technology, as tensions rise over differing approaches to innovation and development.
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