MU/long
MATCH Act eliminates Chinese memory competition, tightening global DRAM supply and lifting Micron's pricing power
Well, if MATCH Act passes then it will be utter chaos and great for memory
Peak+2.6%
MATCH Act semiconductor export control thesis yielded two trades: long Micron (MU) as the US memory winner from Chinese fab disruption, and short ASML as the direct casualty of losing its largest single market (~33% of revenue from China DUV tool sales).
originalWell, if MATCH Act passes then it will be utter chaos and great for memory
Nobody in the American political economy wants China to print large numbers of chips