Hit Nvidia with a $500 million fine for violating U.S. national security–that should wake up the semiconductor industry

     It’s time for semiconductor designers and manufacturers from the United States and Taiwan to start taking responsibility for selling advanced chips to Chinese entities, many of whom are related to the People’s Liberation Army, as per this fine piece https://lnkd.in/ey4ExM3T in the New York Times describes. Companies in other nations such as Holland, […]…

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Why the Korean Peninsula Could Be Trickier than Taiwan Under Trump-2

A great deal of attention is rightly focused on what happens to American relations with Taiwan and China under a second Trump presidency. But the Korean peninsula is potentially more volatile and therefore dangerous, partly because Russian leader Vladimir Putin is promising new military technology to Pyongyang. The Taiwan situation involved three primary players–Washington, Taipei […]…

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Harry Moser’s Reshoring Initiative Has a Unique Understanding of Decoupling

July 2024 View Online | Subscribe My key takeaways–the Biden Administration’s Industrial Policy strategy is yielding tangible results. American and important Taiwanese companies like FoxConn are seeking to limit their exposure to China. But the Mexico story is complicated. America now buys more from Mexico than China. The Chinese, however, are using Mexico as a (literally) back […]…

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Getting the new “tech hubs” right

For a whole host of reasons, including achieving a stronger technology base vis a vis China, it’s critical that the Biden Administration gets the right formula for the “tech hubs” it is trying to create across the United States. From more than 30 years of following the subject, first for Business Week seen here businessweek-hotspots, I […]…

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The New York Times editorial department goes ape over Chinese pandas

The New York Times editorial department is continuing to propagate the wildest, dumbest drivel about U.S.-China relations. Are pandas really going to “save” humanity? https://lnkd.in/esRscMxc The author is a journalist who covers animals. Why does the Times continue to let opera singers and others with zero China knowledge take advantage of one of America’s most […]…

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