En– The semiconductor sector is seeing varied recovery rates, with AI applications and Nvidia driving growth, but supply chain challenges persist with sector revenue growth expected to fall to 24% in Q1 2024 from 44% in the same period the prior year. Consumer devices have mixed prospects, with pent up demand driving smartphone growth and AI pushing a new PC upgrade cycle, while industrial and automotive chip demand lags due to high interest rates and geopolitical uncertainties.
– China is likely respond to EU tariffs on electric vehicles by targeting EU food exports and possibly oth...
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