Mad Hedge Technology Letter April 21, 2025 Fiat Lux Featured Trade: (DIFFICULTY OF DOING BUSINESS FOR CHIP COMPANIES) (NVDA), (TSM), (HUAWEI)
Tag Archives: (TSM)
The U.S. appears to have made a massive blunder in its chip control blocking of China. The U.S. Commerce Department said last week that Nvidia’s H20 graphics processing units — designed to comply with previous U.S. restrictions — would now require export licenses, as would additional chips from AMD. Nvidia says it has already halted […]
Mad Hedge Technology Letter April 16, 2025 Fiat Lux Featured Trade: (AMERICAN TECH ABLE TO OUTFLANK) (NVDA), (TSM), (AAPL)
I understand that the U.S. administration wants to bring back American manufacturing, but that will not include Silicon Valley manufacturing. There is a higher likelihood that if China is a no-go zone, American tech companies will venture out to a low-tariff, cheap labor country to continue their path to profits. If you look through the […]