Biden administration to launch trade probe into Chinese semiconductors - Bloomberg

The Biden administration is set to investigate Chinese semiconductor trade practices, aimed at reducing dependency on China, citing national security concerns and potential future trade restrictions.

Wafer fab equipment market to decline in 2025 - Morgan Stanley

Morgan Stanley projects a 6% decline in the WFE market for 2025, favoring Chinese semiconductor firms over Western ones amid economic transition and varying demand.

China semiconductor stocks rise as industry groups warn against US chips

Chinese chip stocks rose as the government urged local purchases amid U.S. export restrictions, sparking fears of an escalating trade war between the two nations.

Asia stocks rise tracking tech rally; China dips on US export curbs

Most Asian stocks rose, led by Japan and South Korea, buoyed by tech gains; China faced declines due to new U.S. export restrictions on semiconductor companies.

US to tighten semiconductor restrictions on China, targets 140 entities - Reuters

China chip stocks rally on report of less strict US export sanctions

Asia stocks drop on geopolitical tensions, Nikkei hit by strong inflation print

SMIC sees prolonged chip glut, signals cautious expansion outlook

Trump win expected to trigger more China stimulus- JPMorgan

JPMorgan forecasts that a Trump win in 2024 could lead to a sell-off in Chinese stocks and prompt increased fiscal stimulus from Beijing.

GFS downgraded at Morgan Stanley on potential pricing pressure from TSMC, China