Advanced chips and artificial-intelligence compute are increasingly treated as strategic state assets, so the companies that make them will face repeated security investigations, export restrictions and political pressure from both Washington and Beijing.
weakening · confidence 38 · Emerging (watchlist) · tracking since November 11, 2026 · updated November 12, 2026
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Now 38 · -2 since Nov 11 · ranged 38 to 40
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