In China Truce on Tariffs and Rare Earths, National Security Controls Are Bargaining Chip
nytimes.com·19h
🚫Export Controls
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Intel to Compete with Broadcom and Marvell in the Lucrative ASIC Business
semiwiki.com·3h
💻Chips
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FEDS Note: Can Tariffs Spur Higher Factory Floor Utilization?
federalreserve.gov·56m
🛃Tariff Economics
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Ex-Intel CEO Pat Gelsinger praises cutting-edge Nvidia chip production with TSMC on US soil, despite Intel missing out — hails manufacturing milestone of US-bas...
tomshardware.com·22h
🏭TSMC
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Batteries are crucial technology for the 21st century
ft.com·21h
🔗Technology Supply Chains
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Trump and Xi Reached a Rare-Earths Deal. Why MP Materials Stock Is Rising. - Barron's
news.google.com·19h
📜Semiconductor Policy
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🧵 BTC vs Silver: The Real Anti-Inflation Paradox
threadreaderapp.com·2h
💵Dollar Hegemony
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Big Tech must invest in America or else pay a tariff
thehill.com·22h
📜Semiconductor Policy
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Amazon & Apple Lift Sentiment, Nvidia Hopes to Sell China Blackwell Chips | The Opening Trade 10/31
bloomberg.com·3h
🖥GPUs
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A temporary truce in US-China trade tensions
ft.com·21h
🚫Economic Sanctions
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US debt ‘reckoning’
kill-the-newsletter.com·18h
📉Balance Sheet Recession
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X-FAB Silicon Foundries SE (XFABF) Q3 2025 Earnings Call Transcript
seekingalpha.com·20h
💎EUV Lithography
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Researchers have used precision crystal-growth methods to achieve superconductivity in germanium, a semiconductor widely used in electrical devices
aibn.uq.edu.au·15h
💎EUV Lithography
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What will Trump’s deal with Xi mean for the US economy and relations with China? Expert Q&A
theconversation.com·22h
📜Semiconductor Policy
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China's Xi warns against breaking supply chains at APEC summit
nordot.app·7h
📈Economic Policy
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The Guardian view on Trump and China: stepping back from the brink, but not solving problems | Editorial
theguardian.com·21h
💵Dollar Hegemony
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EU Debates ‘In-Kind’ China Tariff to Ensure Critical Materials
bloomberg.com·5h
🛃Tariff Economics
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In Trump-Xi summit, a shifting US-China power dynamic on display
aljazeera.com·7h
🚫Economic Sanctions
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Outcomes of Trump-Xi meeting; No deal yet for Nvidia chips; Gaokao
sinocism.com·18h
📈Economic Policy
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