Bernstein’s Stacy Rasgon talks what is behind the recent slide in semiconductor stocks CNBC TelevisionUS Floats Tougher Trade Rules to Rein In China Chip Industry BloombergBlinken announces US initiative to produce semiconductors in Latin America South China Morning PostUS considers tougher trade rules in China chip crackdown The Economic TimesCollateral Damage: The Domestic Impact of U.S. Semiconductor Export Controls CSIS | Center for Strategic and International Studies