Congress Is Giving Billions to the Chip Industry.
Strings Are Attached.
https://www.nytimes.com/2022/08/03/business/economy/chip-industry-congress.html
Industrial policy is back in Washington, as a vast semiconductor and science bill gives the government new sway over a strategic industry.
https://www.nytimes.com/2022/08/03/business/economy/chip-industry-congress.html
Industrial policy is back in Washington, as a vast semiconductor and science bill gives the government new sway over a strategic industry.
The resilience myth: Fatal flaws in the push to secure chip supply chains
https://asia.nikkei.com/Spotlight/The-Big-Story/The-resilience-myth-Fatal-flaws-in-the-push-to-secure-chip-supply-chains
From China to the U.S. to Europe, semiconductor makers are being showered with subsidies, but to what effect?
https://asia.nikkei.com/Spotlight/The-Big-Story/The-resilience-myth-Fatal-flaws-in-the-push-to-secure-chip-supply-chains
From China to the U.S. to Europe, semiconductor makers are being showered with subsidies, but to what effect?
Intel Could Be Worth More Dead Than Alive. Why This Analyst Sees 50% Upside.
https://www.barrons.com/articles/intel-stock-price-worth-upside-51659380203
Eric J. Savitz notes:
In a strange twist, the looming threat to Taiwanese sovereignty from mainland China could be the biggest reason to stay long Intel shares. He asserts that the risk that China blockades or invades Taiwan at some point in the next five years “makes Intel a strategic asset” for the U.S. Department of Defense.
https://www.barrons.com/articles/intel-stock-price-worth-upside-51659380203
Eric J. Savitz notes:
In a strange twist, the looming threat to Taiwanese sovereignty from mainland China could be the biggest reason to stay long Intel shares. He asserts that the risk that China blockades or invades Taiwan at some point in the next five years “makes Intel a strategic asset” for the U.S. Department of Defense.
‘Industrial Policy’ Is Back: The West Dusts Off Old Idea to Counter China
https://www.wsj.com/articles/subsidies-chips-china-state-aid-biden-11627565906
https://www.wsj.com/articles/subsidies-chips-china-state-aid-biden-11627565906
Japan Once Led the World in Microchips. Now, It’s
Racing to Catch Up.
https://www.nytimes.com/2022/08/04/business/japan-semiconductors-chips.html
https://www.nytimes.com/2022/08/04/business/japan-semiconductors-chips.html