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From the heart of where innovation, money and power collide in Silicon Valley and beyond.

This is Bloomberg Technology with Caroline Hyde and Ed Ludlow. live from New York in San Francisco, this is Bloomberg Technology.

Coming up full chip coverage as T.S.M.C earnings jump, but China risks remain for the sector.

Plus Apple makes plans to license more Hollywood films for its streaming push.

And Bloomberg Intelligence breaks down the odds of a Tik-Tock ban under a Trump presidency.

Do bring you all the details.

We want to talk about the China risks with the Biden administration,

as you've mentioned, and really considering more trade restrictions,

Bloomberg Intelligence, and with a note saying this, along with Donald Trump's own comments

on defending Taiwan or not defending them earlier this week in a Bloomberg Business Week interview,

could be, quote, beneficial for regional manufacturers in the US.

I'm talking Intel, Global Foundries, Micron.

Nomeberg Intelligence Analysts, Kungen Savarni is with us.

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