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Trump administration 2024-2028

Looks like they might be going forward with the new tariffs on South Korea. The US is showing that there is little point in making trade deals with them, with their current administration. What is agreed to one week can easily be invalidated the next.

All those HBM chips being exported by SK (who has a near monopoly of production) to feed the AI bubble in the US are about to get significantly more expensive.

 
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