semiconductor stocks
The AI Gold Rush: Why Asia’s Chip Titans May Be First to Feel the Chill
The AI stock market boom has inflated Asian chipmakers, but their hyper-specialization makes them more vulnerable to a downturn than diversified US tech giants.
The Trillion-Dollar Talent War: Why Soaring Salaries Won’t Solve the Chip Industry’s Crisis
The chip industry’s salary war is a temporary fix for a deep-seated talent crisis, threatening the future of tech, finance, and the global economy.