The China Chip Issue is Becoming Political

The chip issue with China is now becoming a political competition, notes Matt Maley. He discusses how chip stocks pull back on potential tougher U.S. export restrictions. He mentions that this is coming at a time when a lot of the tech stocks have become quite expensive.
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[@druiznyc]

TSMC does all of Intels 3mn fab something that is not being reported. Intel is not a fix unless you can wait at least 5-10yrs.