Why Biden’s China tariffs may not be so bad for US chip demand
The Biden administration has enacted a new set of tariffs against China that will hit up to $18 billion in...
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7 Best Semiconductor ETFs to Buy in 2024 | Investing
In his 2022 book, "Chip War: The Fight for the World's Most Critical Technology," author Chris Miller highlighted a crucial vulnerability in the global semiconductor supply chain, with significant implications for the U.S. as a modern superpower.He points out that a significant portion of the world's semiconductor manufacturing capability is concentrated outside the U.S.: 37% of the world's new computing power is produced by chips from Taiwan, 44% of global memory chips are produced by two Korean companies, and all of the world's extreme ultraviolet lithography machines, crucial for manufacturing...
EU and US vow to team up against China, but can’t hide the cracks – POLITICO
Washington was pushing to “put China in the text every two sentences,” said one European diplomat who was granted the...
US announces chip investment plans after Japan progress revealed
The US has announced plans to invest more than US$5 billion (A$7.67 billion) in semiconductor R&D aimed at establishing the...
China steps up efforts to adapt as US-led ‘reshoring’ campaign seems set in stone
Despite a shared interest in reorienting the US economy away from China, the two administrations have employed different rhetoric to...
US CHIPS Act threatens to hollow out Asian semiconductor industry
Author: Mary E Lovely, Peterson Institute for International Economics Even as they share similar concerns about economic security and resilience,...
EU wards off Russian tech investment via its startup fund – POLITICO
LISBON — The European Union's €10 billion startup fund has introduced new rules allowing it to exclude co-investments from countries...
EU attracted nearly $100B investment in semiconductor industry: EU Commission chief
The European Union has attracted over €90 billion ($98 billion) worth of investment in the semiconductor industry since its landmark...
EU SEP reform gambles Europe’s long-term future – POLITICO
On May 31 2023, the U.S. and the EU wrapped up the fourth Trade and Technology Council, committing to foster...
Not just Nvidia: UBS lists favorably positioned AI stocks across sectors.
With lawmakers bringing a debt-ceiling deal back from the brink over the holiday weekend, Wall Street looks ready to show...
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