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Macro, Tech / Media / Telecom
Export Controls & Tariffs (AI/Semiconductors)
In reaction to the Chinese app DeepSeek showing high levels of performance using less than fully advanced semiconductors, China hawks in Congress are calling upon the Trump administration to strengthen semiconductor export controls.  Howard Lutnick, President Trump’s nominee for Commerce Secretary (which has jurisdiction over export controls) said...
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January 31, 2025
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