SEHK:981Semiconductor
Semiconductor Manufacturing International (SEHK:981) Is Down 19.4% After US-China Trade Tensions Impact Rare Earth Controls Has The Bull Case Changed?
Asian stock markets pulled back earlier this week as renewed trade tensions between Beijing and Washington escalated over China's decision to maintain rare earth export controls in response to pending US tariffs.
This development has drawn investor attention to technology sectors, particularly those, like semiconductors, most exposed to cross-border supply chain risks and international regulatory shifts.
We'll look at how continued export and tariff tensions between the US and China could...