In a possible de-escalation between China and the EU over chip exports, Beijing is allowing exports of chips made by a China-owned Dutch subsidiary to resume: Here’s your Evening Briefing https://t.co/kCh8Bamgoc ...

Geopolitics & Trade - The report suggests that China's use of rare earths for leverage is more significant than Donald Trump's handling of chip exports [1] - The American president's strategy regarding chip exports is described as unpredictable and unclear [1]

President Trump's deal to allow chip exports to China in exchange for cut of revenue could shift trade policy from country-to-country negotiations to company negotiations https://t.co/sZD04q1vkD ...

Trump's AI Action Plan aims to block chip exports to China but lacks key details | TechCrunch https://t.co/pVAu4kIOuX ...

Trump's AI Action Plan aims to block chip exports to China, but lacks keys details | TechCrunch https://t.co/1r5nsliB4e ...

I think that we do have to be concerned about Huawei competing on the global market. Uh they may not fully be there yet, but I would expect that to change in the future. And I think that if we're overly restrictive in terms of US sales to the world, I think there'll be a time where we're kind of kicking ourselves saying, you know, when we're and all of a sudden Huawei is everywhere, we'll be saying, well, wait, when we had this whole market to ourselves, why didn't we take advantage of that opportunity and ...

Market Trends - Semiconductor stocks experienced a rise [1] - Potential easing of chip export restrictions to China via trade talks [1] Geopolitics & Trade - US-China trade talks in London may impact chip export policies [1]