Semiconductor Shares Rise After US Preps China Chip Curbs That Stop Short of Early Proposals

Bloomberg

2024/11/29

Semiconductor shares rose in overnight trading. Lam Research rose 3%; Applied Materials rose 2.3%; Nvidia, KLA-Tencor rose 1.1%; ASML, AMD rose 1%.The Biden administration is weighing additional curbs...

网页链接

免責聲明：投資有風險，本文並非投資建議，以上內容不應被視為任何金融產品的購買或出售要約、建議或邀請，作者或其他用戶的任何相關討論、評論或帖子也不應被視為此類內容。本文僅供一般參考，不考慮您的個人投資目標、財務狀況或需求。TTM對信息的準確性和完整性不承擔任何責任或保證，投資者應自行研究並在投資前尋求專業建議。

熱議股票

{"basename":"/hant","ssrTDKData":{"titleTemplate":"%s - 老虎證券","title":"老虎证券全球投资理财平台| 一站式投资美股新股港股A股","description":"老虎证券助您一站式投资美股，新股，港股，A股等全球金融理财产品。新加坡华人最信赖的在线投资平台，现在加入即享低费用，24/5 无时差炒美股投资理财！","keywords":"老虎證券,老虎證券開戶,老虎券商,老虎證券官網,老虎證券app,tigertrade老虎證券,股票,炒股,新加坡股票交易平臺,投資,投資理財","social":{"ogDescription":"老虎证券助您一站式投资美股，新股，港股，A股等全球金融理财产品。新加坡华人最信赖的在线投资平台，现在加入即享低费用，24/5 无时差炒美股投资理财！","ogImage":"https://c1.itigergrowtha.com/portal5/static/media/og-logo.be62fbe1.png","ogUrl":"https://www.itiger.com/hant/news/2486355280"},"companyName":"老虎證券"},"pageData":{"isMobile":false,"isTiger":false,"isTTM":true,"region":"SGP","license":"TBSG","edition":"fundamental"},"isCrawlerRequest":true,"__swrFallback__":{"@#url:\"https://stock-news.skytigris.cn/v3/news\",params:#id:\"2486355280\",edition:\"fundamental\",auth_exemption:1,,,undefined,":{"share":"https://ttm.financial/m/news/2486355280?lang=zh_TW&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2024-11-29 09:10","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2486355280","market":"sg","top_or_hot":-1,"title":"Semiconductor Shares Rise After US Preps China Chip Curbs That Stop Short of Early Proposals","media":"Bloomberg","content":"<div>\n<p>Semiconductor shares rose in overnight trading. Lam Research rose 3%; Applied Materials rose 2.3%; Nvidia, KLA-Tencor rose 1.1%; ASML, AMD rose 1%.The Biden administration is weighing additional curbs...</p>\n\n<a href=\"https://www.bloomberg.com/opinion/articles/2024-11-27/trump-and-musk-should-learn-from-mao-s-assault-on-government\">网页链接</a>\n\n</div>\n","source":"lsy1584095487587","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Semiconductor Shares Rise After US Preps China Chip Curbs That Stop Short of Early Proposals</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSemiconductor Shares Rise After US Preps China Chip Curbs That Stop Short of Early Proposals\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Bloomberg</strong><span class=\"h-time small\">2024-11-29 09:10</span>\n</p>\n</h4>\n</header>\n<article>\n<div>\n<p>Semiconductor shares rose in overnight trading. Lam Research rose 3%; Applied Materials rose 2.3%; Nvidia, KLA-Tencor rose 1.1%; ASML, AMD rose 1%.The Biden administration is weighing additional curbs...</p>\n\n<a href=\"https://www.bloomberg.com/opinion/articles/2024-11-27/trump-and-musk-should-learn-from-mao-s-assault-on-government\">网页链接</a>\n\n</div>\n\n<div class=\"bt-text\">\n\n\n<p> 來源：<a href=\"https://www.bloomberg.com/opinion/articles/2024-11-27/trump-and-musk-should-learn-from-mao-s-assault-on-government\">Bloomberg</a></p>\n<p>為提升您的閱讀體驗，我們對本頁面進行了排版優化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"ASML","symbol_name":"阿斯麥","start_time":0,"source_url":"https://www.bloomberg.com/opinion/articles/2024-11-27/trump-and-musk-should-learn-from-mao-s-assault-on-government","article_id":"2486355280","we_media_id":null,"thumbnails":[],"rights":{"source":"lsy1584095487587","url":"https://www.bloomberg.com/opinion/articles/2024-11-27/trump-and-musk-should-learn-from-mao-s-assault-on-government","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2486355280","pubTimestamp":1732842633,"columns":[],"sourceInfo":{"source_id":"lsy1584095487587","name":"Bloomberg"},"weMediaInfo":null,"summary":"Semiconductor shares rose in overnight trading. Lam Research rose 3%; Applied Materials rose 2.3%; Nvidia, KLA-Tencor rose 1.1%; ASML, AMD rose 1%.The Biden administration is weighing additional curbs","collect":0,"end_time":0,"defaultTopTitle":"bloomberg.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"ASML":"阿斯麦","NVDA":"英伟达","AMD":"美国超微公司","LRCX":"拉姆研究","KLAC":"科磊","AMAT":"应用材料"},"translate_title":"美国准备限制中国芯片但未达到早期提议，半导体股价上涨","themeId":"","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"LRCX":1.1,"AMAT":1.1,"AMD":1.1,"NVDA":1.1,"KLAC":1.1,"ASML":1.1},"content_text":"Semiconductor shares rose in overnight trading. Lam Research rose 3%; Applied Materials rose 2.3%; Nvidia, KLA-Tencor rose 1.1%; ASML, AMD rose 1%.The Biden administration is weighing additional curbs on sales of semiconductor equipment and AI memory chips to China that would escalate the US crackdown on Beijing’s tech ambitions but stop short of some stricter measures previously considered, according to people familiar with the matter.The restrictions could be unveiled as soon as next week, said the people, who emphasized that the timing and contours of the rules have changed several times, and that nothing is final until they’re published. The measures follow months of deliberations by US officials, negotiations with allies in Japan and the Netherlands, and intense lobbying by American chip equipment makers who’ve warned that tougher measures would bring catastrophic harm to their business.The latest proposal has key differences from earlier drafts, the people said. The first is which Chinese companies the US would add to a trade restriction list. The US had previously considered sanctioning six suppliers to Huawei Technologies Co. — the telecom giant at the center of China’s tech industry — and officials are aware of at least a half dozen more, the people said. But they now plan to add only some of those Huawei suppliers to the entity list, with the notable omission of ChangXin Memory Technologies Inc., which is trying to develop AI memory chip technology.Spokespeople for the Commerce Department’s Bureau of Industry and Security declined to comment. A spokesperson for the National Security Council referred questions to BIS.Chip stocks in Asia and Europe jumped on the news. ASML Holding NV rose as much as 5.5%, leading a rally in chip gear firms including BE Semiconductor Industries NV and Aixtron SE. In Japan, Tokyo Electron Ltd. leapt 7%, Screen Holdings Co. gained 6% and Kokusai Electric Corp. surged almost 13%.This version of the curbs plan seemed 「better than the worst case the market had worried about,」 said Leping Huang, chief technology analyst at Huatai Securities.The rules now under consideration would also sanction two chip factories owned by Semiconductor Manufacturing International Corp., Huawei’s chipmaking partner, the people said. More than 100 additional entity listings would focus on Chinese companies that make semiconductor manufacturing equipment, the people said, rather than fabrication facilities that make the chips themselves. Wired reported earlier the US could come out with new export controls rules as soon as next Monday.That’s a partial win for American chip gear makers —  Lam Research,  Applied Materials and  KLA-Tencor  — that have argued for months against unilateral US restrictions on key Chinese companies, including the six Huawei suppliers. They’ve claimed that such sanctions would put them at an unfair disadvantage compared to foreign rivals Tokyo Electron and Dutch equipment giant ASML, whose governments have not yet agreed to the toughest restrictions on sales to China. Japan and the Netherlands imposed some China curbs to partially match US measures from 2022, but both countries have resisted recent American pressure for even tighter controls.American officials this summer tried a hardball negotiation tactic with allies by warning that the US could directly curb the China sales of foreign companies, a step that Japan and the Netherlands viewed as a draconian overreach. The US hope was that threatening to use the so-called foreign direct product rule, or FDPR, would prompt allies to impose their own curbs. But Tokyo and the Hague have shown little interest in aligning with the Biden administration ahead of President-elect Donald Trump’s return to power.The new US rules, which also restrict some additional tool categories, would still exempt allies including Japan and the Netherlands from FDPR provisions, people familiar with the matter said. It’s unclear whether Japan or the Netherlands will eventually impose additional restrictions on the Chinese companies that the US now plans to sanction.The latest version of the US controls also would include some provisions around high-bandwidth memory chips, which handle data storage and are essential to artificial intelligence. Samsung Electronics Co. and SK Hynix Inc. along with American memory maker  Micron Technology are expected to be affected by the new measures, the people said.","kind":"highlight","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"}}}