For years, America imposed onerous export restrictions on semiconductor firms hoping to sell in China, aiming to frustrate China's ambitions to build an advanced chipmaking industry of its own. Instead, it has spurred them https://t.co/5q9s9XhGiKIllustration: Alberto Miranda https://t.co/fG2pLF2oo4 ...

The Trump administration is weighing export restrictions against China buying critical software.Dassault Systemes CEO Pascal Daloz tells @annaedwardsnews the firm is "extremely diversified" in China, and can handle changes to export controls https://t.co/1znnLCLeXc https://t.co/um9BslEGhr ...

Geopolitical Risk - The Trump administration is considering software export restrictions on China in response to potential rare-earth export curbs by Beijing [1] Trade Relations - Potential software export restrictions are being weighed as a countermeasure to China's rare-earth export policies [1]

Geopolitical Implications - EU officials urge strong measures against China following new export restrictions on rare minerals [1] - The restrictions impact rare minerals used in computer chips and advanced technologies [1] Trade Restrictions - China imposed fresh export restrictions on rare minerals [1]

Germany said China’s increasing restrictions of exports on minerals critical to the technology industry are of “great concern” and the country must reduce its dependence on supplies from outside of the European economic area https://t.co/Gm97hpbmY3 ...

Cryptocurrency Industry - October is historically a strong month for crypto and related assets, with September performing better than expected [2] - Coinbase has seen a resurgence in interest due to key legislation regarding stable coins and a favorable framework for crypto adoption in the US [3] - Rothschild upgraded Coinbase shares to "buy" with a price target raised to $417 from $325, citing expected retail volume growth despite anticipated compression in the company's take rate [3] - Coinbase shares have increased significantly, up 161% from lows in April and 45.5% year-to-date, although they have pulled back 16% from recent highs of $444 [4][5] - Goldman Sachs also raised its price target for Coinbase to $363 from $351, maintaining a neutral rating [6] Semiconductor Industry - Applied Materials issued a revenue warning, expecting a $710 million hit due to new export restrictions affecting sales to China [8] - The new rules are projected to reduce Applied Materials' fourth-quarter revenue by approximately $110 million and 2026 revenue by about $600 million [9] - Despite the warning, Applied Materials' stock has risen 37% this year, with peers like Lamb Research and KLA also showing significant gains [10] - China accounts for about 30% of Applied Materials' sales, and a meaningful drop in revenue from this market is anticipated [10] - A 10% quarter-on-quarter sales drop is expected for Applied Materials in the fourth quarter, reflecting broader industry concerns regarding exposure to China [11]

Company Performance - Synopsis reported a significant decline in stock price, down over 30% after missing earnings expectations, with adjusted earnings of $3.39 per share on sales of $1.74 billion, which was below market forecasts [1][2] - GameStop experienced a positive reaction in the market, with net sales rising to $972.2 million from $798 million year-over-year, and earnings per share of 25 cents, surpassing the expected 16 cents [9][10] - Novo Nordisk announced a workforce reduction of 9,000 jobs, approximately 12% of its global workforce, to reallocate resources towards diabetes and weight loss drugs, aiming to free up $1.26 billion [15][16] Market Challenges - Synopsis cited a challenging geopolitical backdrop, particularly export restrictions on China, which led to hesitance in long-term investments from customers [4][6] - Novo Nordisk faces tough competition from Eli Lilly in the weight loss market, impacting its market share and overall stock performance [17][18] - GameStop's performance is still under pressure year-to-date despite recent gains, indicating ongoing volatility in its stock [12][13] Strategic Moves - Synopsis is taking actions to enhance competitive advantage and drive long-term growth, despite a conservative outlook for the current quarter due to headwinds [3][6] - GameStop's revenue growth was driven by hardware and accessories, which saw a 140% increase, alongside the successful launch of the Nintendo Switch 2 [10][11] - Novo Nordisk's restructuring aims to shift resources into commercial execution initiatives and R&D programs to better compete in the market [15][16] IPO Developments - Clana, a Swedish buy now pay later company, is reviving its IPO plans after earlier delays, pricing the IPO at $40 per share, valuing the company at approximately $15 billion [22] - The company had previously seen its valuation drop from $46 billion in 2021 to $6.7 billion in 2022, indicating significant market fluctuations [22]

The U.S. will increase tariffs and impose export restrictions on countries that tax or regulate U.S. tech firms, President Trump said on Monday evening https://t.co/xyjC9ITQA5 ...

路透社引述印度媒体消息，中国取消了稀土磁铁出口至印度的限制。🗒️彭博社6月曾报道，印度外交秘书Vikram Misri在新德里与中国外交部副部长孙卫东会面时，提出了中国对稀土出口实施管制的问题。双方同意未来继续就关键矿产供应及更广泛的经贸议题保持对话。 ...

On China. Your administration agreed to send the most advanced or advanced NVIDIA and AMD chips obsolete now obsolete in well and in 50%. Probably in the twenties.No. Obsolete. No obsolete.Well, and then 50% army in the twenties. No, no, that's. This is an old chip that China already has.And I deal with Jensen, who is a great guy. And Nvidia, the chip that we're talking about, the H-20. It's it's an old chip.China already has it in a different form, different name, but they have it or they have a combinatio ...