Despite expectations-beating revenue and profits, ASML’s future could be at risk if China export restrictions stiffen or a pay off from generative AI remains elusive.
Featured Posts Title
Japan envoy in Beijing to ease tensions as China repeats call for Takaichi to retract Taiwan remarks
What to know about China and Japan’s escalating spat over Taiwan
FirstFT: China raises economic pressure on Japan in dispute over Taiwan
China Makes Biggest Soybean Buy in Two Years; Trump Urges More
Japan seeks to calm escalating row with China over Taiwan
Ex-officials could get lifetime bans from lobbying for China, Russia under new bipartisan push
Shenzhen Duty Free wins Yangzhou Taizhou International Airport duty-free tender
Recent Posts
ASML Stock Up 49% In 2024, Falls On Fear Of China Export Curbs
Trump Invites China to Invade Taiwan If He Returns to Office
Taiwan is a democracy off the coast of China. It used to be part of China until the Chinese civil war left it de facto independent. The Chinese Communist Party has never recognized Taiwan’s independence.
Tanker Carrying Russian Oil to China Attacked by Houthi Sea Drone
The Houthis launched an uncrewed surface vessel attacking MT Chios Lion, a Liberian-flagged, Marshall Islands-owned, Greek-operated crude oil tanker, according to a statement put out by the United States Military’s Central Command on Tuesday.
China’s Third Plenum Planners Have Problems Beyond The Property Crisis
For years China’s local governments have spent freely to support growth. The debt loads they have accumulated now threaten the nation’s economic prospects.
Stock market news today: Nasdaq sinks over 2% as China curb risk rattles techs
Techs were under dual pressure from worries about US export curbs on China and Donald Trump’s stance on Taiwan.
‘He’s Changed His Tune’—Trump Reveals JPMorgan CEO’s ‘Sudden’ Bitcoin And Crypto Flip Amid Huge Price Surge
Donald Trump has revealed JPMorgan CEO Jamie Dimon, an arch-bitcoin and crypto skeptic, has “all of a sudden changed his
Hong Kong academic critiques crypto policies and China’s mining ban
Professor Yang Wang from the Hong Kong University of Science and Technology (HKUST) recently gave a talk at the HashKey New Horizons event. He had some pretty strong opinions about Hong Kong’s crypto …
Donald Trump Suggests He Would Not Defend Taiwan From China
The U.S. does not recognize Taiwan as an independent state, but is opposed to any attempt by Beijing to take the island by force. Trump appeared to suggest that Taiwan should pay the U.S. for…
AI Earthquake: Semiconductors Suffer Worst Selloff In Years On Stricter US Chip Exports To China
The semiconductor sector faces major losses due to concerns over US-China trade restrictions under the Biden administration. Chipmakers see sharp drops.
China Market Update: Sector Rotation Goes Global As Semiconductor Stocks Fall
Asian equities were higher except for Taiwan, South Korea, and semiconductor stocks regionally on potential US chip export restrictions and weak guidance from ASML. However, the rotation from the …
China’s leaders hope breakthroughs in technology will revive faltering economy
China’s economy is growing at its slowest pace in decades, weighed down by a weak job market, massive local government debts and a prolonged slump in the property industry
‘I don’t like China:’ J.D. Vance is tougher on Beijing than his running mate Donald Trump
Presidential candidate Donald Trump ’s pick for running mate is J.D. Vance, a memoirist turned senator who has been very critical of China across a range of issues.
“China has already reached its economic peak, it cannot catch up with the USA”
China wants to overtake the US and become the worlds largest economy. What problems does he have to overcome along the way? Weak economic growth is only one of the topics that the Communist Party…