Toward Racial Equity in Industry: How the CHIPS and Science Act Can Fuel Inclusive InvestmentMarch 13, 2023
In the first Modern Manufacturer column, the Urban Manufacturing Alliance talked with Michelle Burris, Fellow at The Century Foundation about portions of the CHIPS and Science Act designed to provide support to Historically Black Colleges and Universities.
Deglobalization Round-Up: February 25February 25, 2023
The Kyocera president says that China is "no longer viable" as the world's factory, as developments in rare earths and semiconductors underscore the point. Plus, China looks further to shore up dependencies on chips, foreign auditors and the US sets up a "Disruptive Technology Strike Force."
Deglobalization Round-Up: February 17February 17, 2023
China bets sink Tiger Global and the Singapore sovereign wealth fund balks at Beijing. Plus semiconductor companies moving out of China, Europe's push for solar, and the "critical-minerals club."
The Week That’s Done: January 29January 29, 2023
Copper shortfall and a graphite black swan from China raises questions about future battery supply. Plus, Italy takes steps toward becoming a European energy hub, China's natural gas crunch explained, a multilateral move in chip restrictions on China, and the Maersk-MSC breakup could shake up global shipping.
Deglobalization Round-Up: January 19January 19, 2023
Davos might be the symbol of globalization, but even there, the trend toward deglobalization is clear - and MacroFab, GlobalFoundries, and active managers are benefiting (though investors in ByteDance aren't).
Deglobalization Round-Up: December 9December 9, 2022
The EU sues China at the WTO as Beijing's effort to weaponize globalization come into sharp relief. Meanwhile, are semiconductors the canary in the coal mine for deglobalization?
Deglobalization Round-Up: November 11November 11, 2022
A week in deglobalization: A milestone for US-based foundry Skywater, the American Chamber of Commerce in Shanghai sees US companies turning away from China, Apple's reality shows why, and Kellog and Aalberts report continuing supply chain challenges.
Getting in the Semiconductor FightJuly 2, 2022
A global semiconductor strategy, if it could be established, might set the template for how the techno-democracies can compete in today’s industrial era. Emerging industries cannot be pursued by a go-it-alone America. But nor can any be developed without guardrails and a competitive orientation. Welcome to the new globalization.
Factors Briefing: Week of May 16May 21, 2022
In a new era of shortage, adjustments are being made: Food nationalism rears its head in India, while in critical minerals automakers look to platinum over palladium; meanwhile, the US fails to incentivize greater oil and gas production while China scoops up Russia's at bargain basement prices
In the Global Semiconductor Race, the US Should Remember to Tie Its ShoesMay 9, 2022
Washington needs to invest not only in next-generation technological advance, but also into semiconductor production itself, and the materials necessary for it. Such investments are critical for a robust industrial base. They would also be diplomatically advantageous.