Reposted by Miles Kellerman
Washington wants to cut off China’s access to chipmaking machines. But as I discuss in a new post, its proposed method - the MATCH Act - comes at the cost of European sovereignty.
Covering ASML, Nexperia, and, naturally, toilet paper supply chain issues
mileskellerman.substack.com/p/a-match-ma...
mileskellerman.substack.com
A MATCH Made in Washington
The U.S. wants to cut off China’s access to the world’s most important chipmaking machines. The cost may be European sovereignty.