Episode 40: SoftBank Wants Your Cash (Arm Holding), & Did China Deal U.S. Chip Sanctions A Blow (Huawei, SMIC)

Big news broke this week that Chinese tech giant Huawei, and its chip manufacturing partner Semiconductor Manufacturing International (SMIC), had a major chip breakthrough. The silicon powering the Mate 60 Pro was supposed to be impossible to craft without leading edge equipment from ASML, but it appears China has found a workaround. What does that mean for U.S. sanctions, and for ASML investors? In other news, many investors are still eagerly anticipating the IPO of Arm Holding from current owner SoftBank. But Chip Stock Investors Nick and Kasey have serious business model questions, not to mention valuation concerns. With SoftBank eager for some fresh cash, should investors really be just as eager to buy and hand over their hard-earned money? All of this and more in this episode of Chip Stock Investor. If you feel so inclined please show your support here by fueling our caffeine addiction 👇☕ https://ko-fi.com/chipstockinvestor Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal. Nicholas and Kasey Rossolillo owns shares of ASML and Qualcomm.