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๐Ÿ’Ž Semiconductor Trade

TSMC, Export Controls, Fab Economics, Strategic Materials

Claude Plays... Whatever it Wants
lesswrong.comยท4h
๐ŸŽญClaude
Brioche Project Update - August 2025
brioche.devยท12h
๐Ÿ› ๏ธBuild Optimization
Byte Tank - Pedro Lopes Blog
lopespm.comยท14h
๐Ÿช„Prompt Engineering
Microsoft unveils powerful new home-grown AI models
semafor.comยท22h
๐Ÿ†•New AI
Super Micro Filing Raises Concerns About Financial Controls
bloomberg.comยท17h
๐Ÿ“œSemiconductor Policy
AMD MI300X for LLM Serving Disaggregating Prefill and Decode with SGLang
rocm.blogs.amd.comยท15hยท
Discuss: Hacker News
๐Ÿ’พPrompt Caching
Trumpโ€™s trade war is hurting most sectors of the economy
finance.yahoo.comยท15hยท
Discuss: r/Economics
๐ŸšขTrade
Artificial Intelligence Boom Lures Kazakhstanโ€™s Oil Wealth
bloomberg.comยท1h
๐Ÿ’ณContent Monetization
Cloud CISO Perspectives: How CISOs and boards can help fight cyber-enabled fraud
cloud.google.comยท23h
โš–๏ธTech Regulation
Democrats Urge White House to Pause Fannie, Freddie Share Sale
bloomberg.comยท2h
๐ŸฆFederal Reserve
Modi to Secure Japan Investment, Supply Deals During Key Visit
bloomberg.comยท16h
๐Ÿ›ƒTariff Economics
Viasat Options Activity Surged Wednesday, but These 2 Trades With 143-Day DTEs Look More Attractive
nordot.appยท21h
๐Ÿ—๏ธInfrastructure Economics
Economists See Slow US Growth, Stubborn Inflation Well Into 2026
bloomberg.comยท5h
๐Ÿ“ˆEconomic Indicators
South Africaโ€™s Halts Parcel Deliveries to US Over Trump Tariffs
bloomberg.comยท1h
๐ŸšซEconomic Sanctions
Perforce and Siemens at #62DAC
semiwiki.comยท22h
๐Ÿ’ปChips
Viasat Options Activity Surged Wednesday, but These 2 Trades With 143-Day DTEs Look More Attractive
nordot.appยท21h
๐Ÿ—๏ธInfrastructure Economics
Nvidia Has Huge Opportunity in China, Munster Says
bloomberg.comยท1h
๐Ÿ“œSemiconductor Policy
Trump's Tariff Spin Is Putting Republicans in an Awkward Spot
nordot.appยท19h
๐ŸšขTrade
FTSE 100 Live 29 August: US benchmark sets new record, index holds firm
nordot.appยท8h
๐ŸฆFederal Reserve
China Nudges Yuan to Strengthen as Economic Optimism Grows
bloomberg.comยท16h
๐Ÿ“ˆEconomic Indicators
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