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AI slowdown? Not according to TSMC!

It’s no secret tech stocks have been the biggest victims of Trump’s 2025 trade war. The CNBC Magnificent 7 Index is down over 24% in 2025 so far – showing no signs of bottoming. So, it comes as no surprise to see increasing number of headlines and commentary declaring that the AI Bubble has popped. Or something along those lines. But I think these fears are reactionary and overblown. Here’s why…

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