The Biden administration has enacted a new set of tariffs against China that will hit up to $18 billion in imported goods, including quadrupling the duties...
Bernstein Managing Director and Senior Analyst Stacy Rasgon joins The Morning Brief to elaborate on whether or not these trade policies will have any lasting effects on the United States, its demand for semiconductor imports, and the new avenues China is approaching to acquire more AI chips.
They have been manageable, you know, are gonna remember going back a few years ago, people were very worried about, about the escalation of all this stuff, trade and tariffs and everything.It's not like it slowed anything down, like things have been broadly fine in semiconductors since then.
They have to really hamstring the performance because of that, the performance of some of the local Chinese stuff is actually better than the legal parts that NVIDIA is allowed to sell. I don't think you'd want to do stuff like that, you know, always making chips on, on really older generation process technology.
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