China is the single biggest existential risk to chip stocks, says Melius’ Ben Reitzes

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Ben Reitzes, Melius Research head of technology research, joins 'Squawk Box' to discuss the state of the chips sector, risk posed by China, his favorite chip stocks, and more.

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Thank you Uncle Sam, for everything you've done helping China's independent chip industry.

YongLi-npwg

If China can mass produce those chips, it will bring down the cost, all consumers benefit from it. Why not?

pewwf

US is the single biggest existential risk to chip stocks

mingming

America is the biggest risk to the worldwide chip industry.

mwqjdpk

Winners Focus on Winning,
Losers Focus on Winners.

happymelon

Coercing other countries to suppress China’s semiconductor industry.
Sad for Japan(Tokyo electronics) and Netherlands(ASML)

happymelon

Europe, Japan, South Korea, and Taiwan chip compenies, like ASML, would be wise to find substitute for American components in their supply lines or they would always been held hostages by the US policy. As for American chip companies, it would be better for them to move their bases to foreign countries. Being American chip companies in these age of American isolation is bad for businesses.

godzillamothra

Similar to its high quality but dirt cheap Electric cars, China's chip will bring down prices of all electronics gadgets.

huggybear

Chip industry can’t survive and develop without the china market, when us capacity finally arrive in the next 5 to 10 yrs - who is going to buy the output? Who is the biggest demand ?😂😂😂

titusp

One thing worth pointing out, China mass produced alot of Chips and they started to use their own.

keirenle

If US don’t sell chips, China not will only make their own but will eat US chip market

donkeykong

We support China 👍.. China did good to bring down cost of chips for us global users. So these big chip companies can’t squeeze us of

pleongv

Jai Hind. We Indians have no overcapacity issue

tedchandran

Thank you for the content!! All we need is the right
advice on how to invest in crypto and we will be set
for life, made $68, 000 profit from trading last
month regardless of how bad it gets on the economy

JennyScott-byrj

The biggest buyer of chips - China.
Just saying.

purplemist

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