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πŸ’Ž Semiconductor Trade

TSMC, Export Controls, Fab Economics, Strategic Materials

China Won the Chip War While You Were Arguing About Gallium
kumarletter.comΒ·6hΒ·
Discuss: Hacker News
πŸ’»Chips
China Chip Curb Revisions Could Preview More Rare Earths Trade
bloomberg.comΒ·16h
πŸ“œSemiconductor Policy
ASML Shares Slump as Tariff Uncertainty Prompts Growth Warning - The Wall Street Journal
news.google.comΒ·3h
πŸ’»Chips
New four-element semiconductor alloy promises advances in chip technology
phys.orgΒ·19h
πŸ”¬Chip Fabrication
Mar Vista Global Quality Strategy Q2 2025 Commentary
seekingalpha.comΒ·21h
πŸ“œSemiconductor Policy
Why the stock market has shrugged off Trump's latest tariff threats
finance.yahoo.comΒ·17hΒ·
Discuss: r/Economics
πŸ›ƒTariff Economics
China Polysilicon Prices Soar as Rally Extends for a Third Week
bloomberg.comΒ·42m
πŸ“œSemiconductor Policy
Dutch chipmaking supplier ASML increases profit in second quarter
nordot.appΒ·4h
πŸ’»Chips
Trump just handed China a major advantage on on AI
vox.comΒ·1h
πŸ“œSemiconductor Policy
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threadreaderapp.comΒ·20h
πŸ“œSemiconductor Policy
Emergent Price-Fixing by LLM Auction Agents
lesswrong.comΒ·8h
πŸ†LLM Benchmarking
Trust in the US is eroding. Now the question isn’t if the dollar will lose supremacy: it’s when | Kenneth Mohammed
theguardian.comΒ·5h
πŸ’°Money and Power
Chinese Adds EV Battery Tech to Export Restriction List
supplychainbrain.comΒ·7h
πŸ“œSemiconductor Policy
China criticizes politicization of trade amid US spat
nordot.appΒ·4h
🚒Trade
Improve Precision of Parasitic Extraction for Digital Designs
semiwiki.comΒ·18h
πŸ”¬Chip Fabrication
J.B. Hunt still waiting for market to turn
freightwaves.comΒ·12h
🚒Trade
Nvidia reportedly preparing RTX 6000D for Chinese market to comply with U.S. export controls β€” fabricated on TSMC N4, featuring GDDR7 memory capable of deliveri...
tomshardware.comΒ·18h
πŸ–₯GPUs
The rise of product ops
jennywanger.comΒ·2h
πŸ‘¨β€πŸ’»Software development practices
China’s Growth Momentum Offers Xi Rare Window to Fight Deflation
bloomberg.comΒ·23h
πŸ“ˆEconomic Indicators
Outbound Modeling for Inventory Management
arxiv.orgΒ·7h
πŸ“…Resource Scheduling
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