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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·2hΒ·
Discuss: Hacker News
πŸ’»Chips
China Chip Curb Revisions Could Preview More Rare Earths Trade
bloomberg.comΒ·13h
πŸ“œSemiconductor Policy
New four-element semiconductor alloy promises advances in chip technology
phys.orgΒ·15h
πŸ”¬Chip Fabrication
Mar Vista Global Quality Strategy Q2 2025 Commentary
seekingalpha.comΒ·17h
πŸ“œSemiconductor Policy
Why the stock market has shrugged off Trump's latest tariff threats
finance.yahoo.comΒ·14hΒ·
Discuss: r/Economics
πŸ›ƒTariff Economics
Dutch chipmaking supplier ASML increases profit in second quarter
nordot.appΒ·36m
πŸ’»Chips
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threadreaderapp.comΒ·16h
πŸ“œSemiconductor Policy
Apple expands U.S. supply chain with $500 million commitment to American rare earth magnets - Apple
news.google.comΒ·19h
πŸ”—Technology Supply Chains
Emergent Price-Fixing by LLM Auction Agents
lesswrong.comΒ·5h
πŸ†LLM Benchmarking
Trump clears the way for Nvidia's China comeback
qz.comΒ·17h
πŸ“œSemiconductor Policy
Trust in the US is eroding. Now the question isn’t if the dollar will lose supremacy: it’s when | Kenneth Mohammed
theguardian.comΒ·1h
πŸ’°Money and Power
China’s Growth Momentum Offers Xi Rare Window to Fight Deflation
bloomberg.comΒ·19h
πŸ“ˆEconomic Indicators
Chinese Adds EV Battery Tech to Export Restriction List
supplychainbrain.comΒ·3h
πŸ“œSemiconductor Policy
China criticizes politicization of trade amid US spat
nordot.appΒ·1h
🚒Trade
ASML’s Ability to Win From AI Boom Strained by Inconsistent Orders
bloomberg.comΒ·22h
πŸ’»Chips
Improve Precision of Parasitic Extraction for Digital Designs
semiwiki.comΒ·14h
πŸ”¬Chip Fabrication
J.B. Hunt still waiting for market to turn
freightwaves.comΒ·8h
🚒Trade
How to make ecommerce product pages work in an AI-first world
searchengineland.comΒ·19h
πŸ†•New AI
Outbound Modeling for Inventory Management
arxiv.orgΒ·3h
πŸ“…Resource Scheduling
How some sunshine will affect Europe’s bond market
ft.comΒ·1h
πŸ’°Money and Power
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