(1) No more drivers in Waymo’s cars. (2) Autos will be using more chips, less gasoline. (3) Soaring semiconductor sales and stock prices. (4) Chips are still relatively cheap! (5) Lots of mergers, acquisitions, and partnerships in dynamic semiconductor industry. (6) Media industry is a fast-moving picture. (7) Chile has what self-driving electric cars need: copper and lithium. (8) Mexico may underperform until NAFTA issues with Trump administration are resolved.
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