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AI stocks are rallying again, but US-China Chip War risks aren’t done

November 15, 2023
Source: afr.com afr.com
News Snapshot:
It’s a reminder that the AI story is far from played out for equity investors. But the AI computer chip sector faces a fascinating test in January when Taiwan goes to the polls in what will be a closely watched election. Chris Miller, the author of the award-winning book Chip War: The Fight for the World’s Most Critical Technology, doesn’t expect the Taiwanese election to be a catalyst for any change in China’s long-held promise to make the small island nation part of the motherland once again. But nevertheless, the poll does serve as a reminder of just how reliant...
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