Fabricated Knowledge

Learn more about the world's most important manufactured product. Meaningful insight, timely analysis, and an occasional investment idea.

Equity Long-Short, Semiconductors

Equity Long-Short, Semiconductors, Fabricated Knowledge

Douglas O'Laughlin

Thematic (Sector/Industry)

Taiwan Semiconductors and semiconductor equipment / Thematic (Sector/Industry)

<ul><li><a href="https://www.reuters.com/technology/us-curbs-chip-tools-china-nearly-finalized-posting-2023-10-05/" target="_blank" rel="noopener">Reuters</a> reported on Monday that a new round of export controls just hit the Office of Management and Budget office.</li><li>That means it’s already been finalized by the Departments of State, Defense, Commerce, and Energy.</li><li>We are almost at the one-year anniversary of the October 7th export controls that tanked semiconductor stocks last year; this time, the stocks are looking way more sanguine.</li></ul>

Reuters reported on Monday that a new round of export controls just hit the Office of Management and Budget office.That means it’s already been finalized by the Departments of State, Defense, Commerce, and Energy.We are almost at the one-year anniversary of the October 7th export controls that tanked semiconductor stocks last year; this time, the stocks are looking way more sanguine.

October Restrictions, AEHR Earnings, TSMC Monthly Revenue, and Intel's PSG Spin