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I think the main reason semiconductors dropped sharply today is expectations of more rate hikes..
What’s the Chinese version of lithography machines? Changxin IPO is siphoning blood
You ask a bit about the components of AI lithography machines, and you’ll know the parts inside are really complicated
In the long run it may have an impact, but in the short term it’s really fine
Is anyone else thinking the same as me?
Raise your hand
Chart: Here, Polymarket expects the probability of a rate hike in July to reach 25%