Chip Inventory Level Not Improving at All, Says CLSA’s Hou

The video discusses the current state of the chip market, highlighting cautious market trends and the impact of geopolitical factors like trade wars and Huawei on inventory cycles. It examines the effects of US tax cuts on semiconductor companies, leading to overexpansion and share buybacks. The video also emphasizes the resilience of Taiwanese chipmakers due to their advanced technology and new applications like 5G and AI.

In what ways have geopolitical factors influenced the chip market?

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What factors are currently affecting the chip inventory cycle according to the text?

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How have US tax cuts impacted semiconductor companies?

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What is the outlook for Taiwanese chipmakers in the current market environment?

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What are some new applications driving growth in the semiconductor sector?

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