Bloomberg Daybreak: Asia Edition
US Floats Tougher Trade Rules to Rein In China Chip Industry
Jul 18, 2024
In this podcast, Vlad Savov, Brian Krawez, and Wei Yao discuss the US considering tougher trade rules on China's chip industry. They explore the impact on companies like Huawei, negotiations, market reactions, investment opportunities in Gentex and Samsung, President Xi Jinping's economic vision for China, technology upgrade focus in China, and measures to boost domestic demand.
20:28
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Quick takeaways
- Geopolitical tensions affect semiconductor equipment makers in China, necessitating strategic negotiations and potential market shifts.
- Investors seek undervalued options like Gentex amidst market emphasis on tech giants, evaluating diversification opportunities.
Deep dives
Geopolitical Tensions Impacting Tech Industry
Geopolitical tensions between the US and China are impacting the tech industry, particularly semiconductor equipment makers like Tokyo Electron and ASML. These companies are facing challenges due to potential elevations and sanctions, affecting nearly half of their business in China. The discussions behind the scenes involve negotiations and strategic moves by various players amidst uncertainties linked to the US election and trade restrictions, leading to potential shifts away from US products.
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