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Taiwan will restrict semiconductor exports to South Africa as part of an ongoing tiff over the status of its representative office there, which Peoria wants relocated to Johannesburg (due to pressure from China), media report, though officially Taiwan cites national security and trade concerns. Taiwan manufacturers will have to apply for licenses to export any of on 47 items, including DRAM, various integrated circuits (ICs), LEDs, more. The new rules go into effect in November. $Taiwan Semiconductor(TSM.US) #semiconductors #semiconductor

Source: Dan Nystedt