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Storage’s “new ghost story”: Is the U.S. going for a money grab?

2026-07-18·newswire-us-stock-032001
Storage’s “new ghost story”: Is the U.S. going for a money grab?

[Storage’s “New Ghost Story”: Is the United States going to steal money? 】Deputy U.S. Trade Representative Rick Switzer clearly argued that because large purchases by U.S. companies have boosted the profits of Samsung and SK Hynix, the U.S. has the right to share their profits.

CITIC Securities cited the historical warnings of Japanese semiconductors and Taiwanese panels: Once the high profits of overseas companies are recharacterized by the United States, political intervention often follows. Pay attention to two major signals: whether the U.S.

technology giants will shift from locking up supply to openly opposing price increases, and whether Washington will intervene on the grounds of "monopoly" and "price manipulation".

#Stocks #Semiconductors #Earnings #Trade

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Storage’s “new ghost story”: Is the U.S. going for a money grab?

[Storage’s “New Ghost Story”: Is the United States going to steal money? 】Deputy U.S. Trade Representative Rick Switzer clearly argued that because large purchases by U.S. companies have boosted the profits of Samsung and SK Hynix, the U.S. has the right to share their profits. CITIC Securities cited the historical warnings of Japanese semiconductors and Taiwanese panels: Once the high profits of overseas companies are recharacterized by the United States, political intervention often follows. Pay attention to two major signals: whether the U.S. technology giants will shift from locking up supply to openly opposing price increases, and whether Washington will intervene on the grounds of "monopoly" and "price manipulation".

[Storage’s “New Ghost Story”: Is the United States going to steal money? 】Deputy U.S. Trade Representative Rick Switzer clearly argued that because large purchases by U.S. companies have boosted the profits of Samsung and SK Hynix, the U.S. has the right to share their profits. CITIC Securities cited the historical warnings of Japanese semiconductors and Taiwanese panels: Once the high profits of overseas companies are recharacterized by the United States, political intervention often follows. Pay attention to two major signals: whether the U.S. technology giants will shift from locking up supply to openly opposing price increases, and whether Washington will intervene on the grounds of "monopoly" and "price manipulation".

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