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Search results

  1. T

    US doesn't welcome foreign talents as Trump bars Harvard from enrolling foreign students anymore

    https://www.nbcnews.com/news/us-news/trump-administrations-stops-new-student-visa-interviews-rcna209305 Trump administration stops all new international student visa interviews The State Department said the move will allow for expanded social media screening of applicants. The Trump...
  2. T

    US doesn't welcome foreign talents as Trump bars Harvard from enrolling foreign students anymore

    WASHINGTON (AP) — The Trump administration revoked Harvard University’s ability to enroll international students in its escalating battle with the Ivy League school, saying thousands of current students must transfer to other schools or leave the country. The Department of Homeland Security...
  3. T

    Wolfspeed Prepares to File for Bankruptcy Within Weeks

    May 20 (Reuters) - Semiconductor supplier Wolfspeed (WOLF.N) Wolfspeed has been grappling with sluggish demand in industrial and automotive markets and tariff-induced uncertainty. The company is looking to file for Chapter 11 bankruptcy that would have the support of a majority of its...
  4. T

    Trump Exempts Phones, Computers, Chips From ‘Reciprocal’ Tariffs

    What about Biden‘s 100% tariff on Chinese semiconductors,does that still apply or being cancelled as well?
  5. T

    China has spent billions of dollars building far too many data centers for AI and compute - could it lead to a huge market crash?

    https://www.all-about-industries.com/eu-will-demand-technology-transfer-from-chinese-companies-a-d6ea90d5fea437fbe38bdd89c80668a6/ One of the reason legacy auto makers failed in EV,is that they simply put batteries on ICE car instead of developing totally new EV platform. They are doing it...
  6. T

    Trump Exempts Phones, Computers, Chips From ‘Reciprocal’ Tariffs

    How many chips inside iphone are made in the US?Not much
  7. T

    Trump Exempts Phones, Computers, Chips From ‘Reciprocal’ Tariffs

    President Donald Trump’s administration exempted smartphones, computers and other electronics from its so-called reciprocal tariffs, potentially cushioning consumers from sticker shock while benefiting electronics giants including Apple Inc. and Samsung Electronics Co. The exclusions, published...
  8. T

    China has spent billions of dollars building far too many data centers for AI and compute - could it lead to a huge market crash?

    Is that the reason why traditional auto manufacturers cannot make good EV?Because it's too easy? EU is trying to get Chinese EV manufacturers to setup JV with European manufacturers in Europe,and ask tech transfer from Chinese EV manufacturers. Why would they need tech transfer if EV is so...
  9. T

    China has spent billions of dollars building far too many data centers for AI and compute - could it lead to a huge market crash?

    I don't know about that,I don't think the experience of ICE car manufacturing is relevant in EV manufacturing If Chinese EV development benefits from ICE car JV with Western/Japanese companies,then why is that the same Western/Japanese companies are struggling in EV development?Given that they...
  10. T

    China: Urgent notice regarding semiconductor tariffs!

    Intel has fabs in Ireland and Israel,Micron has fabs in Taiwan,there will be no tariff impact on them
  11. T

    Taiwan Eyes Zero Tariffs with US, Pledges More Investment

    Vietnam and other SE countries's path of development is very different form China/Japan/Korea. Have you ever heard of any brand coming from these SE countries?There is huge difference between the development model that focus on promoting your national champion,versus the model that focus solely...
  12. T

    Taiwan Eyes Zero Tariffs with US, Pledges More Investment

    What‘s the point of sending generals with no combat experiences to jail. One of the biggest unknown factor of Taiwan contingence,is how much will to fight do Taiwanese have?Many suspect that there is not much
  13. T

    Trump says he told TSMC it would pay 100% tax if it doesn't build in US

    April 8 (Reuters) - President Donald Trump on Tuesday said he told the Taiwan Semiconductor Manufacturing Company, which has pledged to build new factories in the United States, it would pay a tax of up to 100% if it did not build its plants in the country. Speaking at a Republican National...
  14. T

    Taiwan Eyes Zero Tariffs with US, Pledges More Investment

    Even according to Western sources,Russia is winning and Ukraine is losing. The last time China engaged in naval warfare was in 1988 against Vietnam. China won that war That's not naval warfare,right?Land warfare experiences isn't much relevant in a potential Taiwan contingence. The only...
  15. T

    Taiwan Eyes Zero Tariffs with US, Pledges More Investment

    The lesson China learned form Russo-Ukraine war is,nuclear deterrence matters. The US does not want fight Russia over Ukraine,because Russia has a credible nuclear arsenal. That's why China is expanding it's nuclear force in recent years rapidly, this will totally alter American calculus over...
  16. T

    Taiwan Eyes Zero Tariffs with US, Pledges More Investment

    Chinese military has more combat experience than Taiwanese, when was the last time Taiwanese fought a war? As for the US. The US navy haven't fought any battle on high sea since WWII
  17. T

    China has spent billions of dollars building far too many data centers for AI and compute - could it lead to a huge market crash?

    So who says China struggle to get more GPU?Who says GPU is the bottleneck of Chinese AI development? There is no GPU shortage in China,in fact,there is a GPU surplus
  18. T

    Taiwan Eyes Zero Tariffs with US, Pledges More Investment

    Zero tariff on US goods won't ease Taiwan's trade surplus with the US,which is all this "reciprocal tariff" about
  19. T

    Russia’s First 350nm Lithography Machine Receives Orders, 130nm Model to Follow

    According to a recent report by the Russian WeChat News Agency, the country has successfully developed its first 350nm lithography machine. Moscow Mayor Sergey Sobyanin announced on his Telegram channel that the Moscow-based Zelenograd Nanotechnology Center has completed the development of...
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