Key Takeaways
Political Roots of the Shortage: Beijing’s export ban on Dutch chipmaker Nexperia has triggered a fresh global supply crisis, highlighting how geopolitics—not just market forces—now shape industrial production.
Automakers Sound the Alarm: Major carmakers including Nissan, Honda, and Mercedes-Benz...
Key Takeaways
Record Texas Investment: Samsung won a $250 million state grant tied to its $4.73 billion Taylor facility, the largest award in Texas Semiconductor Innovation Fund history.
Jobs and Growth: The 6-million-square-foot project will create 2,000 direct jobs and thousands more in...
Key Takeaways:
Revenue-Sharing Deal: Nvidia and AMD agreed to give the U.S. government 15% of revenues from specific chip sales to China in exchange for export licenses.
Tariff Leverage in Action: The arrangement follows Trump’s threat of a 100% tariff on...
