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China is bracing for fresh tensions with Trump over trade, tech and Taiwan
As U.S. President-elect Donald Trump prepares for his second term in office, China is bracing for unpredictability in its ties with the United StatesTech - ABC News - November 7 -
Anger in Taiwan over reports SpaceX asked suppliers to move abroad
Taipei says it is paying close attention to reported request by Elon Musk’s firm . Taiwan’s government says it is paying close attention to reports that Elon Musk’s SpaceX asked Taiwanese suppliers ...World - The Guardian - November 7 -
Tariffs, tech and Taiwan: how China hopes to Trump-proof its economy
With $500bn worth of trade in the crosshairs of Donald Trump’s tariffs, Xi Jinping is preparing for four more years of unpredictability. China is bracing itself for four years of volatile relations ...World - The Guardian - November 8 -
China's military flights near Taiwan up 300 percent
The Chinese military increased flights near Taiwan by 300 percent in the last five months, Gen. Kevin Schneider, commander of the U.S. Air Forces in the Indo-Pacific Command, told NBC News in an ...Politics - The Hill - November 9 -
Taiwan Sees a Higher Price for U.S. Support as Trump Returns to Power
The president-elect’s call for Taiwan to spend more on its own defense and his complaints about its semiconductor dominance may herald a tenser relationship.Top stories - The New York Times - November 10 -
Taiwan considers big US defence purchases as overture to Trump
Taipei wants to show new administration it is serious about protecting itself against ChinaBusiness - Financial Times - November 11 -
FirstFT: Bitcoin hits a record high
Also in today’s newsletter, Kremlin denies Putin spoke to Trump last week and America Inc’s new chief executiveWorld - Financial Times - November 11 -
Taiwan president will visit allies in South Pacific as rival China seeks inroads
Taiwanese President Lai Ching-te will visit the self-governing island’s allies in the South Pacific, where rival China has been seeking diplomatic inroadsWorld - ABC News - 5 days ago -
Chinese warplanes track US Navy aircraft through the sensitive Taiwan Strait
China has deployed military aircraft and ships to track and monitor a U.S. Navy plane transiting the sensitive Taiwan Strait, Beijing said, as the two nations continue to spar over self-ruled TaiwanWorld - ABC News - Yesterday -
Trump can deter Chinese aggression against Taiwan — if he has the will
Donald Trump can show deterrence actually works, and thereby save the world from a catastrophic Chinese miscalculation.Politics - The Hill - Yesterday -
China arrests South Korean chip engineer on espionage charges
Move escalates battle over intellectual property theft between Beijing and Seoul in critical semiconductor sectorBusiness - Financial Times - October 29 -
Chip stocks are ready for a big rally, based on this ‘truly unusual’ data point
History suggests it’s highly likely that chip stocks will outperform their software rivals over the next several months.Business - MarketWatch - October 29 -
Apple updates MacBook Pro laptops with new chips, more memory for AI
Apple is making a significant upgrade to its lineup of computers to better support Apple Intelligence.Business - CNBC - October 30 -
Apple updates MacBook Pro laptops with new chips, more memory for AI
Apple on Wednesday introduced new MacBook Pro laptops with updated processors, in what is likely the company’s last major hardware announcement of the year.Top stories - NBC News - October 30 -
Samsung Electronics' chip profit shrinks 40% from the previous quarter
The semiconductor unit reported third-quarter operating profit of 3.86 trillion won (about $2.8 billion), down 40% from the previous quarter.Business - CNBC - October 31 -
New York State Chosen as National Center for Chip Manufacturing Research
The Biden administration will place a hub of a newly created national semiconductor technology center in upstate New York.Business - The New York Times - November 1 -
Samsung reports 'major' progress in supply deal for AI chips
Samsung Electronics has reported progress on a major supply deal for artificial intelligence-focused chips, aiming to reassure investors following a slowdown in semiconductor profits during the ...World - ABC News - October 31 -
A Year on, Intel’s Touted AI-chip Deals Have Fallen Short
Despite increased sales projections overall, the chipmaker did not sell as many of its Gaudi AI chips as its CEO hoped.Business - Inc. - November 1 -
Speaker Johnson does clean up on CHIPS Act repeal question
Speaker Mike Johnson (R-La.) quickly backtracked after saying at a campaign event on Friday that he would “probably” move to try to repeal the CHIPS and Science Act, marking the second time in a ...Politics - The Hill - November 2 -
Harris slams Speaker Johnson’s comments about CHIPS Act
Vice President Harris took a swipe at Speaker Mike Johnson (R-La.) Friday evening, after Johnson said on the campaign trail that he would "probably" move to try to repeal the CHIPS and Science Act. ...Politics - The Hill - November 2 -
Graphene-chip implant in UK trial could transform brain tumour surgery
Cancer cell detector made of material that won its inventors Nobel prize is hailed as ‘clinical milestone’. A revolutionary device designed to transform the surgical treatment of brain tumours is ...World - The Guardian - November 3 -
U.S. Chip Toolmakers Move to Cut China From Supply Chains
Applied Materials and Lam Research are telling vendors to follow new restrictions, spurred by U.S. government pressure.Tech - The Wall Street Journal - November 4 -
House Speaker Johnson Walks Back Talk of Repealing CHIPS Act
In an up for grabs New York congressional district getting a Micron plant through federal grants, a comment that the GOP ‘probably will’ try to repeal the program quickly gets massaged to a desire ...Business - Inc. - November 4 -
Mystery Surrounds Discovery of TSMC Tech Inside Huawei AI Chips
The apparent use of TSMC circuitry, believed to have first routed through a Chinese chip firm, shows the difficulties for the U.S. in enforcing a tech crackdown.Tech - The Wall Street Journal - November 5 -
Why Trump May Drop Plans to Repeal Biden’s Chips Act
The president-elect has a record of reversing policies from prior administrations, but there are many reasons he might spare Biden’s program to boost domestic semiconductor manufacturing.Business - Inc. - November 7 -
House Committee Targets Chip Technology Firms for China Ties
It requested information from a handful of firms that make chip manufacturing possible about their commercial ties to China.Business - The New York Times - November 8 -
TSMC to close door on producing advanced AI chips for China from Monday
World’s biggest contract chipmaker acts to ensure it is in line with US restrictions on Chinese access to latest processorsWorld - Financial Times - November 8 -
Here’s How China’s Chip Industry Plans to Deal With Trump’s Term
Anticipating further combative interactions over trade, the Chinese semiconductor industry is make new friends and boosting hiring.Business - Inc. - November 11 -
Amazon steps up effort to build AI chips that can rival Nvidia
Big Tech group’s Annapurna Labs is spending big to build custom chips that lessen its reliance on market leaderBusiness - Financial Times - November 12 -
Nvidia earnings are a test for chip stocks as software has stolen the limelight
Nvidia’s earnings could give a jolt to other AI semiconductor plays if the outlook impresses, but don’t expect software stocks to lose shine during a seasonally strong quarter.Business - MarketWatch - November 13 -
ASML shares rise as chip-equipment maker confirms 2030 outlook
ASML Holding on Thursday reiterated its 2030 targets, a move that relieved investors after a profit warning last month.Business - MarketWatch - November 14