Japan’s Chip Shares Slide on Report of Stricter US China Curbs
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 25 2025
0mins
Source: Bloomberg
Impact of US Controls on Japanese Chip Makers: Shares of Japanese chip equipment manufacturers, including Tokyo Electron, fell significantly due to anticipated tougher US regulations on China's semiconductor industry, with some companies experiencing declines of over 5%.
Concerns Over AI Demand: The decline in Japanese tech stocks was exacerbated by worries about future demand in the AI sector, particularly following reports that Microsoft had canceled leases for data center capacity.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
