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A Trader’s Guide to the US-China Chip Spat After Micron Ban

  • China policymakers have little leeway to ban US chip suppliers
  • Nation barred Micron’s memory chips as tensions with US rise

China’s decision to bar Micron Technology Inc.’s memory chips has escalated tensions with the US, fueling worries over what other technology firms Beijing may target. 

Policymakers in the Asian nation, however, have limited scope to find alternatives to US firms in the semiconductor supply chain that ranges widely from chip design, manufacturing, equipment to materials. For now, it’ll be almost impossible for China to replace some key products made by top American companies including Qualcomm Inc., Nvidia Corp., Intel Corp. and Advanced Micro Devices Inc., analysts say.