Last month, China added two key rare earth elements to its export controls list. Those export restrictions officially began today. That’s incredibly important for the semiconductor supply chain. Yet, it’s flying under the radar. Matt breaks down the news on this episode of Making Money With Matt McCall. And he invites an expert onto the show – Rick Qiu – to discuss what it means for the semiconductor industry.
But first, Matt takes a big-picture look at the market. It’s August, which means the summer is beginning to wind down. And that usually makes for an odd time in the market. In fact, it’s historically one of the worst months of the year for stocks. But there are ways to play this. And of course, he fills you in on them. Tune in now to get the details.
#investing #artificialintelligence #stockmarket #china
00:00 Market Momentum
7:45 China Put Export Restrictions on Two Critical Metals
9:41 China Produces 98% of World’s Gallium
12:13 Why Gallium is Important for Semiconductors
13:24 Rick Qiu Introduction
14:52 Gallium vs. Sillicon
17:02 Concerns Over Gallium Shortage?
20:02 Possibility of a China/U.S. Tech Trade War?
21:40 Outlook for Semiconductor Industry
24:40 GaN Market in the Next Decade
➡️ Follow us on Facebook: https://www.facebook.com/StansberryResearch
➡️ Follow us on Twitter: https://twitter.com/stansberry
➡️ Follow us on Instagram: https://www.instagram.com/stansberry_research
➡️ Follow us on LinkedIn: https://www.linkedin.com/company/stanberry-research
