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Bloomberg Technology
China Chip Controls Weigh on Market, Crypto Selloff Gathers Steam
Feb 25, 2025
Jennifer Huddleston, a Senior Tech Policy Fellow at the Cato Institute, analyzes the implications of Trump’s tech policies on trade and antitrust. Meanwhile, Josh Chapman, co-founder of Convoy, discusses how US-China tensions are reshaping the gaming industry, highlighting risks for major players like Tencent. The conversation dives into the ripple effects of chip export controls on global markets and the latest turmoil in cryptocurrency, offering a nuanced look at the intersections of technology, policy, and international relations.
43:13
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Quick takeaways
- The recent U.S. chip export controls to China are heightening market anxiety, particularly impacting semiconductor stocks ahead of NVIDIA's earnings.
- Tesla's significant sales decline in Europe reflects broader consumer sentiment changes and intensified competition in the electric vehicle market.
Deep dives
Impact of Chip Controls on the Semiconductor Market
The recent chip controls imposed by the Biden administration are affecting semiconductor stocks, particularly as anxiety rises ahead of NVIDIA's earnings report. Companies like Tokyo Electron and ASML are facing pressure to halt servicing key chip-making equipment exported to China, which could significantly undermine the capabilities of Chinese chip manufacturers. This strategic move signifies a continuation of stringent U.S. policies aimed at maintaining dominance in technology sectors, including artificial intelligence. As a result, market participants are bracing for potential fallout from these geopolitical tensions, which may further impact valuations in the sector.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode