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 BloombergCollateral Damage: The Domestic Impact of U.S. Semiconductor Export Controls CSIS | Center for Strategic and International StudiesU.S.-China geopolitical tensions grip chip sector amid record demand AxiosBiden is weighing tougher trade rules to block chipmaking exports to China Quartz