
China Hit with Chip Curbs, X and SpaceX Move to Texas
Bloomberg Tech
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Geopolitical Tensions and Semiconductor Market Impact
This chapter explores the implications of trade tensions between the US and China on global chip stocks, focusing on companies like ASML and Micron. It discusses the potential effects of export curbs on semiconductor giants, the role of the US administration's stance on China post-election, and the challenges of onshoring semiconductor production. The chapter highlights the significance of semiconductors in the global economy and the risks associated with geopolitical tensions affecting chip markets.
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