STEPHEN MOORE: Government control of chip sales has a shocking downside
AI disclosure
Summary
U.S. export controls on semiconductors ae backfiring, boosting China's domestic chip industry instead of slowing it down, as American firms lose almost $50 bill...
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Everyone is saying "take profit" in Semiconductors...
— Andreas Steno Larsen (@AndreasSteno) May 18, 2026
Could be a massive pain trade, if it moves even higher here.
I am personally watching the South Korean trade data as my No 1 guide on when to dial down my Semis exposure