Category: Chips
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U.S. Delays China Chip Tariffs Until 2027
The US announces that tariffs on Chinese semiconductors will be 0% until 2027. What is your most up-to-date and in-depth assessment? Economics-100, Chief Economist: Here’s a strategic, up-to-date, and context-rich assessment of the U.S. decision to set 0% tariffs on Chinese semiconductor imports until mid-2027 (with tariffs planned to begin in June 2027, rate to be announced ~30 days beforehand). Reuters+1…
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Netherlands Tightens Grip on Nexperia
The ongoing conflict between China and the Netherlands centers on Nexperia, a major Dutch semiconductor company headquartered in Nijmegen. Nexperia specializes in producing high-volume, basic chips essential for industries like automotive (e.g., sensors and power management components in cars). The company is owned by China’s Wingtech Technology, a Shanghai-listed firm, and operates facilities in both…
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TW-01 on TSMC Arizona Project
TW-01 on TSMC’s Arizona Project! “TSMC’s U.S. investment is best understood as strategic hedging—a way to maintain relevance in U.S. industrial policy while ensuring TSMC’s survival in multiple geopolitical scenarios.” Muhammet Ali Zurnacı: TSMC’s Arizona project, with a $165 billion investment, will see 30% of its most advanced chips produced across six Phoenix plants once…