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View from the Semiconductor Sector

2025-09-03

View from the Semiconductor Sector

2025-09-03
Ross Feingold, Director of Research, Caerus Consulting, talks on Third Point’s Dan Loeb selling TSMC and buying Nvidia shares, saying there could have been some profit-taking going on. He also looks at the US withdrawing waivers for Samsung, SK Hynix and TSMC’s shipments of chip supplies to China and the US purchase of a stake in Intel.

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