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πŸ’Ž Semiconductor Trade

TSMC, Export Controls, Fab Economics, Strategic Materials

Intel and the Foundry State of Play
d2d.substack.comΒ·20hΒ·
Discuss: Substack
πŸ’»Chips
Taiwan Charges Three in TSMC Chipmaking Tech Theft Probe
bloomberg.comΒ·1h
πŸ’»Chips
When global trade is about more than money
news.harvard.eduΒ·29m
🚒Trade
Billionaires Are Buying Up This Chip Stock (Hint: It’s Not Nvidia)
nordot.appΒ·19h
πŸ’»Chips
Dynamic construction of a durable epitaxial catalytic layer for industrial alkaline water splitting
nature.comΒ·23h
πŸ”¬Chip Fabrication
Quantum Supply Chains: A Test Case for a New Economic World Order
justsecurity.orgΒ·1h
πŸ”—Technology Supply Chains
Japan’s Akazawa to Visit US, Push for Start of Lower Car Tariffs
bloomberg.comΒ·3h
πŸ›ƒTariff Economics
A Comparative Study With Horizontal and Verticals FETs (POSTECH, Georgia Tech)
semiengineering.comΒ·20h
πŸ”¬Chip Fabrication
Chinese firms turn to used Nvidia GPUs following Beijing H20 crackdown β€” industry reports 'surge' in A100 and H100 chips being stripped and repurposed
tomshardware.comΒ·1h
πŸ–₯GPUs
Links 26/08/2025: "Ballooning Debt" in France and "Transnational Repression in the UK"
techrights.orgΒ·20h
🚫Economic Sanctions
The Curse of Bigness: Antitrust in the new Gilded Age (2018)
kirkusreviews.comΒ·7hΒ·
Discuss: Hacker News
πŸ›ƒTariff Economics
1/2
bsky.appΒ·9hΒ·
Discuss: Bluesky
πŸ”—Technology Supply Chains
ABM Industries: Aviation And Technological Solutions Power Growth, But Office Market Exposure Weighs
seekingalpha.comΒ·6h
πŸ—οΈInfrastructure Economics
U.S. Intel: A Critical View
taoofmac.comΒ·5h
πŸ’»Chips
Aluminum, Copper Steady as China Industrial Profit Drop Slows
bloomberg.comΒ·10h
πŸ“ˆEconomic Indicators
AI logistics startup Nauta raises $7M seed funding to streamline import logistics with AI
techstartups.comΒ·22h
πŸš€Startups
5 SPY set-ups that can increase profits by 70%-100% 🧡 <span class="entity-image"><a href="https://pbs.twimg.com/media/GzUE8pcWAAADN7l.png" target="_blank"><img ...
threadreaderapp.comΒ·15h
πŸ‘¨β€πŸ’»Solo SaaS
Treasury Secretary Bessent rules out U.S. stake in Nvidia after Intel deal
qz.comΒ·1h
πŸ“œSemiconductor Policy
Tariff jitters spark jump in USMCA claims on Mexico, Canada goods
freightwaves.comΒ·3h
🚒Trade
Merz, Carney sign German-Canadian agreement on critical raw materials
nordot.appΒ·22h
πŸ“œSemiconductor Policy
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