China's Restrictions On Semiconductor Metals, Biden's Cloud Computing Ban: Which Companies Are In The Line Of Fire?
Portfolio Pulse from Natan Ponieman
The ongoing tech war between the U.S. and China has escalated with new measures that could affect companies in the semiconductor and cloud computing sectors. China has imposed restrictions on the export of gallium and germanium, metals crucial in the manufacturing of semiconductors, which could impact U.S. companies like Coherent Corp, Lumentum Holdings, Ciena Corporation, Infinera Corp, Wolfspeed, Power Integrations, Navitas Semiconductor, Qorvo, NXP Semiconductors, Skyworks Solutions, Qualcomm, and Broadcom. Meanwhile, the Biden administration is considering restricting Chinese access to U.S. cloud-service providers like Amazon and Microsoft.
July 05, 2023 | 6:54 pm
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Amazon could be affected by the Biden administration's potential restrictions on Chinese access to U.S. cloud-service providers.
As a dominant player in the U.S. cloud computing market with a presence in China, Amazon could be affected if the U.S. government restricts Chinese access to its cloud services.
CONFIDENCE 85
IMPORTANCE 70
RELEVANCE 80
NEGATIVE IMPACT
Coherent Corp could be affected by China's export restrictions on gallium and germanium.
As a manufacturer of optical devices and semiconductors, Coherent Corp relies on gallium and germanium. China's export restrictions on these metals could increase costs and disrupt supply chains.
CONFIDENCE 85
IMPORTANCE 70
RELEVANCE 80
NEGATIVE IMPACT
Lumentum Holdings could be affected by China's export restrictions on gallium and germanium.
As a producer of optical technology used in the manufacturing of semiconductors, Lumentum Holdings relies on gallium and germanium. China's export restrictions on these metals could increase costs and disrupt supply chains.
CONFIDENCE 85
IMPORTANCE 70
RELEVANCE 80
NEGATIVE IMPACT
Microsoft could be affected by the Biden administration's potential restrictions on Chinese access to U.S. cloud-service providers.
As a dominant player in the U.S. cloud computing market with a presence in China, Microsoft could be affected if the U.S. government restricts Chinese access to its cloud services.
CONFIDENCE 85
IMPORTANCE 70
RELEVANCE 80