Manufacture of semiconductor devices

Globally critical chip firm drives rift between US and Netherlands over China tech policy

Globally critical chip firm drives rift between US and Netherlands over China tech policy

Dutch Prime Minister Mark Rutte speaks with US President Joe Biden. The United States pressured the Netherlands to block exports of high-tech semiconductor equipment to China. The Netherlands is home to ASML, one of the most important companies in the global semiconductor supply chain. Suzanne Walsh | AFP | Getty Images Washington has its sights …

Globally critical chip firm drives rift between US and Netherlands over China tech policy Read More »

US curbs on powerful chip exports to China hurt now, but should prove bullish in the long run

US curbs on powerful chip exports to China hurt now, but should prove bullish in the long run

It’s understandable why the United States felt the need to act quickly to keep powerful semiconductors out of the hands of the Chinese government. It’s best to move from a position of strength before it’s too late. However, as chip stock shareholders, it still hurts. As you may recall, Club holding Nvidia (NVDA) was particularly …

US curbs on powerful chip exports to China hurt now, but should prove bullish in the long run Read More »