Category: Semiconductor
-
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…
-
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…
-
U.S. and Japan Forge Rare Earths Alliance
CSPAN: “President Trump and new Japanese Prime Minister Sanae Takaichi signed a framework Tuesday at Tokyo’s Akasaka Palace to strengthen cooperation on critical minerals. The agreement comes just days before President Trump’s meeting with Chinese President Xi Jinping. China processes more than 90% of the world’s rare earth elements and recently tightened export controls on…
-
U.S. ROK Cooperation
South Korea’s advanced capabilities in shipbuilding, semiconductors, and digital technologies make it a key partner for the U.S. to close capability gaps and meet long-term industrial goals. What about the ongoing cooperation in co-producing naval ships? Muhammet Ali Zurnacı: South Korea’s advanced capabilities in shipbuilding, semiconductors, and digital technologies make it a key partner for…
-
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…