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Semiconductor Giants Navigate AI Boom & Trade WarBy EETimes (February 11, 2025) The semiconductor industry, a critical engine of the global economy, is currently undergoing a complex transformation, driven by the explosive boom of artificial intelligence (AI) and high-performance computing. However, the industry also faces macroeconomic uncertainties and evolving geopolitical swifts. Recent earnings reports from industry leaders like TSMC, AMD, Intel, and provide a glimpse into this shifting landscape, revealing opportunities and challenges. |
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