China’s Done With U.S. Semiconductors, Japan Stocks Collapse As “Asian NATO” PM Wins
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China just told local companies to stay away from buying chips from Nvidia. This is a big declaration and isn’t a coincidence as Huawei launches its chip to compete. Beijing wants to accelerate its semiconductor race like never before. Meanwhile, Japan stocks took a nasty tumble thanks to the new incoming Prime Minister who is a backer of an “Asian NATO“.
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✅ Timestamps & Chapters:
0:00 China’s Done With US Chips
2:56 Beijing Is Forcing Massive Innovation
6:25 Japanese Stocks Collapse
7:18 Sponsor: Indigo Precious Metals
8:44 Yen Carry Trade Disaster 2.0
10:17 Japan Needs China’s Economy
13:05 US-China Massive Decoupling
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