A very random thought on two seemingly unrelated events.
Hamas political leader was killed in Iran.
Iran uses Huawei equipments I assume.
Huawei also needs foundry which uses ASML.
ASML and Japan’s equipment makers are exported to be exempted from a new drafted rule.
Is this weird that these two things are happening & making to the headlines this week?
Is there any possibility that someone from China “helped” US/Israel on Hamas and someone from the US “helped” China on semi control?
This is like a prisoner swap on another level.