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Strengthening Semiconductor Restrictions
The Trump administration is poised to strengthen semiconductor limits on China, expanding on prior actions by the Biden administration to constrain Beijing's technological capabilities. The steps entail aligning with allies like Japan and the Netherlands to block companies like Tokyo Electron Ltd. and ASML Holding NV from providing maintenance services for semiconductor gear in China.
Specific Restrictions and Company Impact
Such potential restrictions include tighter controls on Nvidia chips shipped to China, with licensing for a wider range of products and volumes. Additional restrictions on Chinese semiconductor companies like SMIC and CXMT are under consideration.
Strategic Goals and Trade Frictions
These actions aim to restrict China's technology drive and protect the US interest within the semiconductor market, similar to ongoing trade friction between the countries. The US intends to bring back its own semiconductor manufacturing, potentially by colluding through enterprises like TSMC and Intel
