
Will Trump suddenly decide to cut off chips for Chinese automakers? Actually, no one can say for sure he won't. Especially when his probability of coming to power exceeds 60-65%, and everyone senses his impending return. We also have to consider whether his partner might come up with some strange ideas. Chips themselves are a highly leveraged issue - the chip shortage during the pandemic caused automotive supply problems that drove up prices for nearly all used cars.
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