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Episode 22: What is the recent US CHIPS act all about?
In this episode 22 of Trading Matters by OCBC Securities, host Reggie Koh (aka Chief Financial Coconut), Ho Chan Keen and Troy Cheng, Markets Analysts at OCBC Securities discuss the recently passed US CHIPS Act and how it affects chipmakers from Micron to Nvidia. What do we need to know about the act? Which chipmakers stand to benefit the most? How will chipmakers balance policy support against falling PC demands? Get more exclusive market insights at www.iocbc.com/tradingmatters.
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By OCBC SecuritiesIn this episode 22 of Trading Matters by OCBC Securities, host Reggie Koh (aka Chief Financial Coconut), Ho Chan Keen and Troy Cheng, Markets Analysts at OCBC Securities discuss the recently passed US CHIPS Act and how it affects chipmakers from Micron to Nvidia. What do we need to know about the act? Which chipmakers stand to benefit the most? How will chipmakers balance policy support against falling PC demands? Get more exclusive market insights at www.iocbc.com/tradingmatters.
Key Themes