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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

ASML, Philips, Signify, VDL Groep, FrieslandCampina, NXP Semiconductors, enz allemaal produceren ze hoofdzakelijk voor export. Maar discussie gaat over boeren. De echte reden… Grond! De boeren moeten weg vanwege grond. Beleid is er vanwege de uitkomst, niet vanwege een probleem. # landbouw # export # beleid

That is a diabolical rolling over of 8 trillion of US debt during the war with Iran, lowest oil reserves in half a century and an unprecedented stock optimism with a special new tax on all American imports. Love it. Maybe I should sell my Bitcoin and rotate into semiconductors. https://t.co/XNu9Cip9fX #USDebt #OilReserves #Semiconductors #US #IR

9/15 The AI race rests on three foundations: • advanced semiconductor manufacturing, • massive data centers, • abundant, affordable energy. Europe is not leading in any of them. #AI #Semiconductors #Energy #EU

🇨🇳 China has just reported 4.3% growth in the second quarter, below expectations. China is producing far better than it is consuming. 1️⃣ Industrial production is still growing, exports remain resilient, and strategic sectors such as semiconductors, industrial robots, batteries, #ChinaEconomy #GrowthForecast #IndustrialProduction #CN

Čínský polovodičový průmysl se snaží dohnat Západ, avšak je pro něj snazší navrhovat čipy než je vyrábět, což se v nedávném článku The Economist reflektovalo na výstavě Computex v Taipei, kde dominovala témata umělé inteligence a absence čínských výrobců čipů. #China #semiconductors #AI

🚨 80% of investors surveyed now see “long global semiconductors” as the most crowded trade in the market, and fundamentally, that makes sense ⚠ ➡️ Semiconductors sit at the heart of the entire AI value and when hyperscalers announce massive CAPEX plans, we all know a large #Semiconductors #Investing #AI #Therearenospecificcountriesmentionedinthetweetyouprovided.

In an exclusive interview, Taiwan's Deputy Foreign Minister François Chih-chung Wu emphasized that a potential Chinese attack on Taiwan would have global repercussions, warning Europe that its security and interests are intertwined with Taiwan's technological significance, particularly in semiconductor manufacturing, which plays a crucial role in various industries, including artificial intelligence and military systems. #Taiwan #China #Semiconductors

TSMC, the world's largest chipmaker, has indicated that rising inflation may lead to price increases, although it assures that any hikes won't be drastic, while emphasizing its commitment to maintaining advanced chip production in Taiwan despite geopolitical pressures and expanding manufacturing elsewhere. #Semiconductors #ChipIndustry #TSMC

TSMC, the world's largest chipmaker, has indicated that rising inflation may lead to price increases, although it assures that any hikes won't be drastic, while emphasizing its commitment to maintaining advanced chip production in Taiwan despite geopolitical pressures and expanding manufacturing elsewhere. #Semiconductors #ChipIndustry #TSMC

Europe Tech Sovereignty-gerd https://t.co/sN1s5vYIFN EU has just unveiled a sweeping "Tech Sovereignty Package" to slash its reliance on US tech giants by heavily investing in homegrown AI, cloud computing, semiconductors. this notebookLM video curated by gerd explains it well:) #TechSovereignty #EUBusiness #Innovation #EU