2026-01-11
US AI boom is smaller than previous investment booms — • At ~1% of US GDP, boom is similar in size to 2010s US shale boom and half as large as dot-com boom of 1990s — • Investment booms typically don't translate into medium-term increase in GDP growth — Full @bis.org study www.bis.org/publ/bisbull... …
Financial Times
Analysis: the AI investment boom represents ~1% of US GDP, roughly half the GDP share during the '90s dot-com boom and comparable to the mid-2010s US shale boom
US economist Jason Furman caused a bit of a kerfuffle in 2025 when he estimated that investment in information processing equipment & software …
Interest rates for loans to AI firms are similar to those for non-AI firms — • This contrasts with high valuations of AI firms, which imply big future returns — • Either lenders underestimate AI investment risks or markets overestimate future AI cash flows …
Financial Times
Analysis: the AI investment boom represents ~1% of US GDP, roughly half the GDP share during the '90s dot-com boom and comparable to the mid-2010s US shale boom
US economist Jason Furman caused a bit of a kerfuffle in 2025 when he estimated that investment in information processing equipment & software …
2023-08-08
👇 Confirmation that TSMC will build semiconductor plant in Germany, with big subsidies from German state
Bloomberg
TSMC agrees to build a €10B plant in Germany's Dresden, owning 70% of the facility with Infineon, NXP, and Bosch each holding 10% stake, set to open in 2027
- Taiwanese giant will own 70% of fab in eastern city of Dresden — Facility to supply auto, industrial sectors starting in 2027
2022-12-14
“The U.S. government has placed export restrictions on scores of companies to try to stop the flow of sensitive high-tech components to Russia. But [...] there appears to be an active roster of substitute players ready to replace such entities.” https://www.reuters.com/...
Reuters
An investigation details the global supply chain that continues to offer Russia access to Western components and electronics, including from Intel and AMD
In March this year, a new firm appeared in Turkey's corporate registry. Azu International Ltd Sti described itself as a wholesale trader …
2022-07-12
🇫🇷 - STMicro and GlobalFoundries will build €5.7bn semiconductor foundry in France • Highlights big push across EU 🇪🇺 (and esp. France) to reshore production of critical microchips • Also illustrates attractivity of France for foreign direct investments https://www.ft.com/...
Reuters