Sources: Intel told its Chinese clients last week that some AI chip sales would require a license; Nvidia was blindsided by Trump's curbs on its H20 chips
Investors Ask: Buy or Bail? Yahoo Finance : Why this analyst is ‘confident’ in US-China trade deal for Nvidia TrendForce News : [News] Intel Reportedly Faces New U.S. AI Chip Crackdown on China for Hi...
How Huawei is flourishing despite harsh US sanctions, demonstrating the resilience of a company at the center of a worsening cold war between the US and China
China's biggest telecommunications manufacturer drew tough U.S. sanctions. It is still flourishing, but globalization is on the ropes.
Charles Sporck, an early champion of globalization who moved some of Fairchild's chip assembly operations from the US to Hong Kong in the 1960s, died at 96
James R. Hagerty / Wall Street Journal : X: @donal888 X: Don Clark / @donal888 : I'm sorry to belatedly learn that chip pioneer Charlie Sporck has died, though I think shifting assembly jobs to Asia ...
TSMC CEO CC Wei says the company plans to charge more for making chips outside of Taiwan, citing higher costs due to a “fragmented globalization environment”
Kathrin Hille / Financial Times :
A profile of MIT labor economist David Autor, an unlikely AI optimist who says AI may help restore “the middle-skill, middle-class heart of the US labor market”
David Autor, an M.I.T. economist and tech contrarian, argues that A.I. is fundamentally different from past waves of computerization. X: @progresschamber , @noemamag , and @mitsloan . Forums: r/neolib...
Sources: China quietly asked EV makers like BYD and Geely to sharply increase their purchases from local auto chipmakers, to reduce reliance on Western imports
Bloomberg : X: @joshuaogundu and @mackhawk X: Josh / @joshuaogundu : Isolationism is in, globalization is out Mackenzie Hawkins / @mackhawk : SCOOP: The Chinese government has quietly asked EV makers...
TSMC founder Morris Chang says chip industry globalization “is dead” and he “agrees” with US embargoes on China's chip sector, which is five years behind Taiwan
Debby Wu / Bloomberg :
Web novel apps backed by ByteDance and Tencent are running hundreds of Facebook and Instagram ads showing sexual assault, violent erotica, and acts of self-harm
Emily Baker-White / Forbes : Tweets: @violazhouyi , @ebakerwhite , @mashaborak , @katienotopoulos , @iblametom , @ebakerwhite , @ebakerwhite , @ebakerwhite , and @cfarivar See also Mediagazer Tweets:...
Web novel apps backed by ByteDance and Tencent are running hundreds of Facebook and Instagram ads showing sexual assault, violent erotica, and acts of self-harm
Emily Baker-White / Forbes : Tweets: @ebakerwhite , @mashaborak , @violazhouyi , @katienotopoulos , @iblametom , @ebakerwhite , @ebakerwhite , @ebakerwhite , and @cfarivar See also Mediagazer Tweets:...
How Taiwan's centrality in the global chip supply chain may help keep the peace by providing the island with a “silicon shield” against a Chinese invasion
TAIPEI, Taiwan — As Chinese warships rehearsed a blockade of Taiwan this month, they simulated a scenario global leaders … Tweets: @epro , @ldrogen , @jchengwsj , @amfchina , @martijnrasser , @paulmoz...