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Here’s Why the Simple Explanation for the Chip Selloff Makes No Sense

Avatar photo Alex Frew McMillan on October 13, 2026

CXMT

Chip stocks have sold down hard in the last couple of days. While Chinese competition is often cited as the motive, that’s a simplification that doesn’t add up.

Why China Is Throwing Its Support Behind This Chipmaker

Avatar photo Alex Frew McMillan on July 21, 2026

China tech stocks

The ‘national team’ has stepped into the markets to stem the slide in A shares, propping up stocks ahead of a memory-chip maker’s listing.

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