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Semiconductor News by Dylan Martin
dylanonchips.bsky.social
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Morgan Stanley Research, for those in the back: "For an industry facing hundreds of billions of dollars in costs to set up shop in the U.S. [versus] tens of billions in tariffs, tariffs still feel like the less bad choice." https://www.crn.com/news/computing/2025/dell-hp-and-apple-face-us-tariffs-raising-prices-is-their-best-path-analyst
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2025-04-08T20:01:06.599Z