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💎 Semiconductor Trade

TSMC, Export Controls, Fab Economics, Strategic Materials

What else are you doing?
rubenerd.com·4h
🆕New AI
0-$5M: How to Go From Random Wins to Repeatable Revenue
review.firstround.com·21h
👨‍💻Solo SaaS
What Are the Environmental Impacts of Artificial Intelligence?
blog.ucs.org·8h·
Discuss: Hacker News
🖥GPUs
China to Relax Urea Export Ban, Easing Global Price Pressure
bloomberg.com·3h
🛃Tariff Economics
Microsoft Dependency Has Risks
blog.miloslavhomer.cz·15h·
Discuss: Hacker News
🏗️Infrastructure Economics
Micron Gives Strong Forecast, Lifted by AI Computing Demand
bloomberg.com·14h
🔗Technology Supply Chains
Analyst Jason Seidl: Fedex Pain & Investor Gain
bloomberg.com·21h
🛃Tariff Economics
China’s top lawmakers review first report on new tech-driven growth model
scmp.com·10h·
Discuss: r/SCMPauto
🏭Industrial Policy
Physics-Informed Machine Learning Regulated by Finite Element Analysis for Simulation Acceleration of Laser Powder Bed Fusion
arxiv.org·7h
🛡️AI Safety
Nvidia Shares Rise to Record as AI Spending Momentum Continues
bloomberg.com·18h
🖥GPUs
Enzyme-based plastics recycling at an industrial scale could be cost-effective, analysis finds
phys.org·15h
🥩Alternative Proteins
You Can Probably Stand to Charge More (2006)
kalzumeus.com·23h·
Discuss: Hacker News
💰Revenue Models
Carney Says Canada Met With European Suppliers Amid F-35 Review
bloomberg.com·20h
📜Semiconductor Policy
My First Year in the European AI Office and Twelve Key Takeaways – Alex Moltzau
alexmoltzau.medium.com·8h·
Discuss: Hacker News
🆕New AI
Gigabyte prepares a low-profile RTX 5050 GPU — Designed for SFF and aging gaming rigs
tomshardware.com·19h
🖥GPUs
Trump’s tariff war: Canada expected to keep NAFTA 2.0 ‘carve-out’ in new US trade deal
ca.finance.yahoo.com·7h·
Discuss: r/Economics
🚢Trade
Taiwan Dollar Hits Three-Year High on Fund Inflows, Repatriation
bloomberg.com·8h
💰Money and Power
Secure Energy Transactions Using Blockchain Leveraging AI for Fraud Detection and Energy Market Stability
arxiv.org·7h
🖥GPUs
ADB on APAC's Geopolitical Risks
bloomberg.com·6h
💰Money and Power
Wall Street Pitches Sci-Fi ETFs for Robots, UFOs, Quantum Bets
bloomberg.com·20h
🎭Claude
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