Global Markets

Nadir Earth Elements Battle Threatens the Future of Chip Technology for TSMC and ASML!

724FinanceGökberk Uçar
Nadir Earth Elements Battle Threatens the Future of Chip Technology for TSMC and ASML!

Japan and Vietnam have recently become the focal points of the technology industry. These two economies have signed agreements to purchase chip-making machines from ASML, while TSMC, a leading player in semiconductor and chip production, increases its manufacturing capacities. However, when combined with the ongoing rare earth elements war between China and the United States, these developments are dealing a serious blow to technology stocks (such as Nvidia and Intel).

This war, particularly by restricting China's imports of rare earth elements, places technology manufacturers under significant threat. While China moves forward with increasing its own chip production using these elements, the United States is preventing the sale of limited quantities of these elements to China. This situation is driving down the value of technology stocks and unsettling investors.

How Japan and Vietnam will be affected by these developments remains uncertain. However, due to their significant roles in the technology industry, these two economies may feel the impacts of this war even more acutely. Therefore, investors and technology followers should continue to wait for more information regarding these developments.

Gökberk Uçar

Financial Analyst: Gökberk Uçar

Aviation Logistics and Cargo Expert. Analyst reading global air freight pricing, airline operating margins, and tech product airbridge supplies.

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