The use of chips has become vital. This material from the semiconductor industry is used to power supercomputers, artificial intelligence (AI), and military hardware. Therefore, dominating this industry could position countries not just as leaders in technology but also as leaders in the military field.
Evolution of the events
Current market situation and prospects:
- May restriction: The ban on Micron Technology in key infrastructure projects led to a 4% drop in its stocks and raised concerns in the industry.
- Impact on Chinese stocks: News of possible new curbs by U.S. in June adversely affected Alibaba and Tencent stocks.
- Positive tech sector trend: The NASDAQ Composite has experienced a 31% increase driven by advances in AI.
- Diversification of supply chains: Companies such as Apple and Micron have sought alternatives in countries like India and Vietnam for chip manufacturing.
- Apple-Broadcom agreement: Apple has reached a multi-billion dollar agreement with Broadcom to use more parts manufactured in the U.S.
- Uncertainty in the bilateral relationship: The future of the relationship between both countries is uncertain, and having a diversified portfolio is recommended when investing in the semiconductor industry.
- Communication between the U.S. and China: After Yellen's visit to Beijing, more frequent and regular communication between both countries is expected, and the possibility of mutual prosperity is highlighted.
