Shares of Chinese chip makers tumbled on Thursday after state fund support that had briefly steadied broader tech stocks earlier in the week failed to hold back a sector that analysts say has long been overvalued. Among the hardest hit, Hua Hong Grace Semiconductor plunged 12.58%, Beijing YanDong Micro Electronic fell 10.55%, Ningbo Silicon Electronics […]…
This matters because export controls, chips, cables, and cloud infrastructure are now central tools of statecraft. Northeast Asia remains the region where alliance credibility and industrial depth collide most visibly.
Places in this story: China, Beijing and Northeast Asia.
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