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💎 Semiconductor Trade
TSMC, Export Controls, Fab Economics, Strategic Materials
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20710
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TSMC goes all-in on Japan:
Kumamoto
Fab 2 upgraded to
3nm
powerhouse
digitimes.com
·
2d
🏭
TSMC
Chip
Designer
Silicon Motion Sees
Diversification
Gain
bloomberg.com
·
2d
💻
Chips
US, India
announce
framework for
interim
trade deal, including tariff cuts
thehill.com
·
7h
💰
Import Tariffs
Inside China's Real
Advantage
:
Manufacturing
at Scale
ruima.substack.com
·
8m
·
Discuss:
Substack
🗺️
Regional Economics
2026 Memory Chip Price Surge: Why
DRAM
and
NAND
Costs Are Rising So Fast
ponderwall.com
·
6h
·
Discuss:
r/Economics
🧠
Memory Hierarchy Design
When silicon
fills
the role of carbon: Debut of all-silicon
cyclopentadienides
phys.org
·
1d
💎
EUV Lithography
White House
Pitches
Allies on an Anti-China Mineral Trading
Bloc
heatmap.news
·
2d
💎
Critical Minerals
GeSn
alloys emerge as a new semiconductor class that could reshape
optoelectronics
techxplore.com
·
2d
💎
EUV Lithography
Six
3D-IC
Design
Trends
That Secure The AI Era
semiengineering.com
·
2d
🔬
Chip Fabrication
Supply and The
Mam
eyeonthemarket.podbean.com
·
2d
🚢
Supply Chain Economics
View:
Rethinking
US-Africa supply
chains
semafor.com
·
1d
🔗
Technology Supply Chains
X-FAB Silicon
Foundries
SE (
XFABF
) Q4 2025 Earnings Call Transcript
seekingalpha.com
·
2d
💎
ASML
Short Takes and Updates February 6, 2026
fdamatters.com
·
1d
💻
Chips
Dip
buyers
unite
kill-the-newsletter.com
·
1d
💵
Dollar Hegemony
US seeks critical
minerals
trade
bloc
with allies
kite.kagi.com
·
2d
💎
Critical Minerals
The EU-India agreement is huge – and it
illustrates
the changing role of trade in a
fractured
world order
theconversation.com
·
2d
🚢
Trade
Japanese machine tool orders surge in December 2025,
signaling
robust industrial
momentum
freightwaves.com
·
4d
🚢
Trade
Memory Suppliers Are Reportedly Taking “Zero” Chances on Being at the Losing End of
DRAM
Contracts,
Hardwiring
Higher Prices Into Every New Agreement
wccftech.com
·
1d
💻
Chips
What Is
Z-Angle
Memory and Why Is Intel
Developing
It?
hpcwire.com
·
1d
·
Discuss:
Hacker News
⚡
Hardware Acceleration
TSMC
Plans Major Upgrade of Japan Chip Plant in Win for
Takaichi
bloomberg.com
·
2d
🏭
TSMC
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