Fake financial reports, most mainstream chip manufacturers are Asians now. They will definitely produce with debt and then buy it overseas themselves. The debt belongs to Americans.
$Broadcom(AVGO.US)AI chips are selling well, but traditional business fell short of expectations. The massive spending by $Oracle(ORCL.US) is directly linked to the explosive profits of $Broadcom(AVGO.US) and $NVIDIA(NVDA.US). If companies like Oracle, $Meta Platforms(META.US), $Alphabet - C(GOOG.US), and $Microsoft(MSFT.US) are too scared to buy due to cost pressures, who will hardware manufacturers sell to?
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