Even imported chips can generate income here in the U.S. because many chips are designed here.
Companies that used to be flush with cash are now borrowing to buy more from the chipmaker.
It’s reminiscent of the dot-com bubble to at least one investment advisor.
And some companies are buying their competitors’ chips.
Namely, the deal secures Meta millions of chips, a share in the chipmaker, and a diversified supply chain.
It’s one of about a dozen companies worldwide that markets believe is worth more than $1 trillion.
The company reports on Wednesday.
The Trump administration is exploring the option to prevent smuggling to China.
China is said to be a key target of rules motivated by national security. The tech industry calls it overreach.
