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

CNBC Television
CNBC Television
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Published 2024-07-19
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.
All Comments (3)
  • @godzillamothra5983
    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.
  • @NIcholasGewi
    !I recently sold some of my long-term position and currently sitting on about 250k, do you think Nvidia is a good buy right now or I have I missed out on a crucial buy period, any good stock recommendation on great performing stocks will be appreciated