Apple Negotiates Chinese-Made Chips as Tech Selloff Spreads in Asia

Bullish Gator

Apple negotiates purchases from Chinese chipmakers on a Pentagon blacklist; chip selloff spreads across Asia after Meta cloud scoop. Shipping via Hormuz surges, lifting oil flows above 10M barrels per day.

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What stands out

Bloomberg reports Apple is negotiating to buy chips from two Chinese semiconductor firms that are on a Pentagon blacklist, and Tim Cook reportedly appealed to Trump administration officials to blunt political fallout. That turns what looks like a procurement decision into a geopolitical test, where supply‑chain pragmatism runs up against export controls and national security. Investors should care because the episode can move sentiment across the chips complex, and because the selloff that spread to South Korea after a Bloomberg scoop on Meta's cloud plans shows how quickly tech narratives can flip market direction.