Chip War Weaknesses: The Problem with TSMC’s China Exposure
January 15, 2025Even as Washington pours tens of billions of dollars into domestic semiconductor production, even as Washington strives to build domestic industrial capacity, the US does so on a foundation that Beijing controls.
The Week That’s Done: August 14
August 14, 2022The CHIPS Act is a carrot and Manchin's EV sourcing requirements a stick: US industrial competition could be ready for a comeback - if the private sector is on board. Plus: The energy scramble continues while Turkey plays metals middleman; US inflation relaxes, but so does productivity; and China flexes its delisting muscles
The Week That’s Done: July 31
July 31, 2022Rare movement in DC offers a glimmer of hope for industrial investment – or at least a signal to the private sector. The bad news: This challenge is above government's pay grade; recession (word choice be damned) looms, and not just in the US; everywhere from energy to grain to space, Russia is adeptly playing spoiler. Plus: scandium, tritium, fixed-price forward contracts, and more.
