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💎 Semiconductor Trade

TSMC, Export Controls, Fab Economics, Strategic Materials

TSMC Unit to Issue $10 Billion of Stock to Counter Forex Swings
bloomberg.com·8h
🚫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·21h
💻Chips
Chinese Copper Smelters Ramp Up Exports to Escape Squeeze on LME
bloomberg.com·16h
🚢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·16h·
Discuss: Bluesky
🚢Trade
Metal-organic frameworks with metallic conductivity pave new paths for electronics and energy storage
phys.org·23h
🔗Technology Supply Chains
GSR Launches Enhanced Systematic OTC Platform, Expanding FX Capabilities and Asset Coverage
techstartups.com·5h
🏦Federal Reserve
Disruptive Changes Ahead For Photomasks?
semiengineering.com·11h
🔬Chip Fabrication
what I observed working at an ammunition manufacturing business
reesethetheco.bearblog.dev·20h
🔬Chip Fabrication
Blocking exports and raising tariffs is a bad defense against industrial cyber espionage, study shows
theconversation.com·6h
📜Semiconductor Policy
MP Materials Corp. (MP) Presents at J.P. Morgan 2025 Energy, Power, Renewables & Mining Conference Transcript
seekingalpha.com·19h
🔗Technology Supply Chains
Signal Use and Emergent Cooperation
arxiv.org·14h
🆕New AI
Comprehensive Comparison of Algorithmic Trading Platforms
jonathankinlay.com·9h·
Discuss: Hacker News
🏗️Infrastructure Economics
US, Mexico Eye Import Quota in Trade Talks on Steel Deal
bloomberg.com·19h
🚢Trade
$40 Billion OpenAI Mega Deal Lifts VC Q1 2025 To 3 Yr Record As Volume Drops
thelowdownblog.com·5h·
Discuss: www.thelowdownblog.com
🚀Startups
Nascent Materials emerges from stealth to make LFP batteries better and cheaper
techcrunch.com·4h
🔬Chip Fabrication
Global Offshore Wind Market Sails Away From US #ThanksTrump
cleantechnica.com·1h
🌍Climate
Will China’s Trade Strategy in Africa Succeed Where Europe’s Didn’t?
sinicapodcast.com·15h
🛃Tariff Economics
Navigating the complexities of cross-border freight
freightwaves.com·3h
🌍Trade Networks
Visualizing System Design with Samtec’s Picture Search
semiwiki.com·5h
🔬Chip Fabrication
Here’s why China’s science and innovation model is thriving
nature.com·4h
🚀Startups
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