China-US talks due Thursday and Friday.
Expect a shift in semicon supply chains.
Things to keep in mind -
Global chip shortage amidst AI hyperscale.
Micron wants tighter regulations stricter controls on memory chip productions.
Samsung strike issue.
Micron's recent surge in stock price.
Micron's recent earnings beat.
What kind of deals will be made During talks
How will this change following Thurs/Fri?
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