💡 TSMC discontinues supply to Chinese chipmaker Sophgo: How geopolitics affects the semiconductor industry
Taiwan Semiconductor Manufacturing Company $TSM, a global leader in chip manufacturing, has suspended its cooperation with Chinese firm Sophgo after its chip was discovered in Huawei' s artificial intelligence processor . Huawei is banned from using advanced technology...
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It's not good, and since I have that $ASML in my portfolio, the geopolitical decisions scare me sometimes, but hopefully it won't be that big of a deal.