Semiconductors
Understanding the latest US restrictions on chip exports to China

The latest measures aim to limit China’s AI technological development; though specialists think it will have a limited impact

US-India semiconductor Micron If chip-making is India’s goal, Micron deal won’t deliver it

If chip-making is India’s goal, the Micron deal to set up a plant in India won’t deliver it. What India is getting—assembling and testing chips made elsewhere—is the lowest end of the chip-making technology

How the US war on Taiwanese semiconductors might benefit Japan

In April, Berkshire Hathaway’s leader Warren Buffett told Nikkei that the geopolitical tension between the United States and China was “certainly a consideration” in his decision to divest from Taiwan Semiconductor Manufacturing Co (TSMC)

Chip wars Chip War v2: US decoupling from China or declaring war by other means?

Sanctions can best slow China from taking the global lead in chip manufacturing. At their worst, they will raise the chances of chip wars spilling into a physical or economic sphere