TSMC Unit to Issue $10 Billion of Stock to Counter Forex Swings
bloomberg.com·4h
🚫Economic Sanctions
Another analyst is hyping Intel as TSMC’s only rival. In reality, it’s just a stock pump wrapped in tech jargon. Let’s take it apart.
threadreaderapp.com·17h
💻Chips
Chinese Copper Smelters Ramp Up Exports to Escape Squeeze on LME
bloomberg.com·12h
🚢Trade
Bloomberg: "Chinese companies are ramping up shipments to Britain to levels not seen in years. Exports of small packages to the UK were up 66% in May from a yea...
bsky.app·11h·
Discuss: Bluesky
🚢Trade
Metal-organic frameworks with metallic conductivity pave new paths for electronics and energy storage
phys.org·18h
🔗Technology Supply Chains
Disruptive Changes Ahead For Photomasks?
semiengineering.com·7h
🔬Chip Fabrication
Comprehensive Comparison of Algorithmic Trading Platforms
jonathankinlay.com·5h·
Discuss: Hacker News
🏗️Infrastructure Economics
what I observed working at an ammunition manufacturing business
reesethetheco.bearblog.dev·16h
🔬Chip Fabrication
Blocking exports and raising tariffs is a bad defense against industrial cyber espionage, study shows
theconversation.com·2h
📜Semiconductor Policy
MP Materials Corp. (MP) Presents at J.P. Morgan 2025 Energy, Power, Renewables & Mining Conference Transcript
seekingalpha.com·14h
🔗Technology Supply Chains
TAI #158: The Great Acceleration: AI Revenue, M&A, and Talent Wars Erupt as the Industry Matures
pub.towardsai.net·22h
🆕New AI
US, Mexico Eye Import Quota in Trade Talks on Steel Deal
bloomberg.com·15h
🚢Trade
Nascent Materials emerges from stealth to make LFP batteries better and cheaper
techcrunch.com·44m
🔬Chip Fabrication
Will China’s Trade Strategy in Africa Succeed Where Europe’s Didn’t?
sinicapodcast.com·11h
🛃Tariff Economics
Flynn Was Right: How a 2003 Warning Foretold Today’s Architectural Pivot
semiwiki.com·21h
⚡Hardware Acceleration
Powell says US Fed to wait to reduce rates even as Trump demands cuts
aljazeera.com·21h
🏦Federal Reserve
Here’s why China’s science and innovation model is thriving
nature.com·31m
🚀Startups
Signal Use and Emergent Cooperation
arxiv.org·10h
🆕New AI
Philips Hue is raising prices in the US ‘as a direct result of tariffs’ - The Verge
news.google.com·21h
🛃Tariff Economics
CATL Prioritizing Overseas Expansion as EV Price War Persists
bloomberg.com·8h
🔗Technology Supply Chains