- Semis: proxies for the global economy and first-in/first-out of a downturn
- TSMC earnings takeaways and potential impact from China re-opening
- Re-shoring and localization of supply chains driving sizable semi capex
Continued Article: https://www.investing.com/analysis/what-does-china-recovery-mean-for-semiconductors-and-the-global-economy-200634513
