Can Trump also force ASML to become a ‘Nvidia deal’? ‘It’s too bizarre for words’

NVIDIA and AMD are 15 percent of their Chinese turnover to the US government to get export permits. “Too bizarre for words,” says investment strategist Wim Zwanenburg (Stroeve & Lemberger) about the construction, which according to him could be called extortion. ASML could also take such a measure in theory, although that is a lot more complicated legally and politically.

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