The US has declared helium a critical material as war in the Middle East and export curbs by Russia and China squeeze global supplies of a gas vital to chipmaking, leaving Europe scrambling to secure its share. #Helium #Semiconductors #SupplyChain
The U.S. government will invest nearly 400 million dollars in four private technology companies, becoming a minority shareholder without taking control over them. #Investiții #Tehnologie #Semiconductori (translated)
Nordic Semiconductor reported an operating profit of 27 million dollars for the third quarter of 2026, which is an increase from 4 million dollars the year before, but still below expectations. #NordicSemiconductor #Halvledare #Resultatrapport (translated)
More than three-quarters of the electronic components of the Russian drone Geran-4, which mostly come from American companies such as Texas Instruments and National Semiconductor, demonstrate the strong dependence of the Russian industry on foreign technology. #drony #elektronika #VálkaNaUkrajině (translated)
The author called for an ambitious EU–Taiwan free trade agreement and a negotiated roadmap for Taiwan’s integration into the EU customs union. They also advocated deeper cooperation in semiconductors and artificial intelligence, framing the proposed partnership as a way to support freedom and prosperity. https://t.co/mnOELvlhhr #EU #Taiwan #TradeAgreement #EU #TW
In September, Chinese exports increased by 36.3% year-on-year, driven by demand for chips and electric vehicles, leading to a trade surplus of nearly 938 billion dollars and suggesting a trend towards records in foreign trade. #ExportacionesChinas #VehículosEléctricos #Semiconductores (translated)
The actions related to artificial intelligence in Asia have experienced a new decline due to growing concerns about competition from Chinese companies and uncertainty over funding, which has negatively impacted the stock indices in the region. #IA #Mercados #Semiconductores (translated)
The CEO of Nvidia, Jensen Huang, has repeatedly criticized Washington's policy. #tehnologie #inteligențăartificială #semiconductori (translated)
The US tried to limit China's technological advancement, but the restrictions led to a significant increase in AI accelerator deliveries by Huawei, which is narrowing its market share gap with Nvidia in China. #tehnologie #inteligențăartificială #semiconductori (translated)
Spain seeks to position itself in the industrial revolution of semiconductors by focusing on the development of new photonic chips, despite facing limitations in funding and the loss of opportunities for mass production. #Semiconductores #InnovaciónTecnológica #España (translated)
The author shared a South China Morning Post (SCMP) report saying China’s CXMT had made “key progress” on a chip structure also pursued by Samsung and SK Hynix. https://t.co/bU7Rzxuyl6 #China #Semiconductors #CXMT #CN
The author wrote that South Korean exports reached $120.9 billion in September, up 83.5% year on year. Semiconductor exports rose 263% to $60.3 billion, accounting for nearly half of the country’s monthly exports, the author said, adding that AI was reshaping the macroeconomic data of a major industrial economy. https://t.co/ALFaea7WpE #KoreanEconomy #Semiconductors #AI #KR
Lanzamos el Corredor Andes-Atlántico junto al Subsecretario de Estado 🇺🇸, Christopher Landau (@DeputySecState). Es la primera iniciativa de la Asociación para la Infraestructura y la Inversión Global del G7 en el Hemisferio Occidental, en una clara señal de apoyo al desarrollo de Argentina. Para acompañar esta agenda, junto con @LuisCaputoAR firmamos con @EximBankUS el acuerdo “EE. UU.-Argentina Construyendo el Futuro”, que compromete hasta USD 7.000 millones en financiamiento hasta 2027 para proyectos de infraestructura y capacidad productiva. Se abre así un nuevo canal clave gracias a la ambición de los instrumentos conjuntos: el Acuerdo de Comercio e Inversión Recíproca (ARTI) y en el Acuerdo Marco de Minerales Críticos, y Pax Silica, integrando a la Argentina a las cadenas de suministro de inteligencia artificial, semiconductores y minerales críticos. Bajo el liderazgo del Presidente @JMilei, Argentina brinda las condiciones necesarias para el financiamiento de la inversión en sectores clave para nuestro crecimiento y se consolida como un aliado estratégico, seguro y confiable de Occidente. #Argentina #Desarrollo #InversiónGlobal
We compute with electricity. Why not with light? Light has many advantages for data transmission and perhaps even computation. The semiconductor industry is vigorously pursuing new types of optical computing components for AI. Read the new @bismarckanlys Brief (link below): https://t.co/jv78cHuDus #OpticalComputing #AI #DataTransmission #Nospecificcountrycodesarementionedinthetweet.
Ytriul, un metal obscur și esențial în industria modernă, devine un instrument strategic în negocierile comerciale dintre SUA și China, în contextul în care Beijingul impune controale stricte asupra exporturilor sale, afectând semnificativ sectoarele aerospațial, energetic și al semiconductorilor din America. #ytriu #pământurirare #comerțglobal
€800 Billion of Central Planning Europe’s defence problem illustrates a lesson politicians repeatedly refuse to learn: You cannot spend your way out of a supply problem. Ursula von der Leyen’s Commission has announced an €800 billion rearmament programme with the confidence of a central planner who has discovered that shortages can be eliminated by increasing the budget. The European Court of Auditors appears considerably less impressed. Its warning is devastating: insufficient coordination, fragmented funding, bottlenecks in materials and critical components, shortages of skilled personnel and serious difficulties in achieving readiness by 2030. Notice what is missing from the solution: more bureaucracy. The fundamental error is confusing financial resources with real resources. Governments can create euros with a stroke of a pen. They cannot create factories, engineers, semiconductors, explosives, machine tools, rare materials or production capacity by decree. Worse, the EU is attempting to coordinate what politicians cannot possibly know well enough to coordinate from Brussels: which technologies should be developed, which weapons should be produced, where capacity should be expanded, and how scarce resources should be allocated. That is precisely the information problem identified by Friedrich Hayek. Knowledge is dispersed throughout millions of individual decisions. Prices communicate that knowledge. Central planners replace those signals with political priorities, committees and funding programmes. The result is predictable: fragmentation, duplication, lobbying, distorted incentives and expensive procurement. Europe does need to rearm. But that does not prove that Europe needs an €800 billion bureaucratic spending programme. In fact, the opposite may be true. If defence is genuinely urgent, Europe should remove the obstacles preventing private capital, competition and production from responding to demand. Let companies compete. Let governments buy what actually works. Let prices reveal scarcity. Let inefficient producers fail. The question is not whether Europe can spend €800 billion. Of course it can. The question is whether Brussels can transform €800 billion of political spending into €800 billion of actual military capability. The Court of Auditors has just reminded us that money is not knowledge, bureaucracy is not coordination, and spending is not production. And history has never been kind to economies that confuse the three.
Recibí a Allen Shi, Vicepresidente de Expansión y Crecimiento Global de @PlugandPlayTC, plataforma global de innovación e inversión que conecta startups, corporaciones e inversores que cuenta con: 👉 Más de 100.000 startups y scaleups en su ecosistema. 👉 550 socios corporativos. 👉 60 oficinas globales. 👉 Un portafolio de más de 2.000 startups, con más de 30 unicornios. Conversamos sobre la Economía del Conocimiento en Argentina y sobre las condiciones generadas por el rumbo tomado por el Presidente @JMilei. El próximo paso es convertir a la Argentina en un centro global de servicios de la nueva economía. Con el proyecto de Súper RIGI -IA, centros de datos, semiconductores e infraestructura digital- buscamos que las tecnologías del futuro potencien el ecosistema argentino de startups mientras se desarrollan, escalan y exportan desde nuestro país al mundo. Las capacidades siempre estuvieron, hoy las condiciones permiten que estas empresas inviertan. 🇦🇷🇦🇷🇦🇷 #Innovación #EconomíaDelConocimiento #Startups
El artículo analiza cómo la 'guerra del chip' y los aranceles han creado un nuevo telón de acero entre Estados Unidos y China, transformando la geopolítica y la economía digital al integrar la tecnología, especialmente los semiconductores, como un recurso estratégico fundamental. #GuerraDelChip #IA #Geopolítica
But China has national champions in DRAM and NAND of its own, and these companies have every incentive to catch up to their Western competitors. They are also being restricted and sanctioned by the U.S. government, further bifurcating China's chip industry from the world's. https://t.co/V9y9DPEVuy #ChinaTech #Semiconductors #ChipIndustry #CN #US
🇰🇷 The AI and semiconductor cycle has become powerful enough to distort an entire country’s macro data on its own. 📊 In August, Korean exports jumped 72.5% year-on-year on a working-day adjusted basis, with chip exports up 209% and computer shipments up 419% ⚠. Moreover, https://t.co/PZt6hSCvHw #Korea #Semiconductors #AI #KR
