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    Andrew Lu on why the US seized on the Jensen Huang scandal

    — Jukan on X

    Jukan shares Taiwanese semiconductor analyst Andrew Lu's take: the scandal serves three US aims. It discredits Huang's lobbying against China chip sanctions, pushes to reverse H200 export approvals and close Southeast Asian smuggling routes, and puts Nvidia under congressional national-security oversight ahead of a closed hearing on November 18.

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    Nov 9, 2026
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    Read on x.com