As someone who has been involved in the media my entire adult life, I’ve watched the billionaires who control big social media platforms argue that there can be no restraints on their “free speech.” They argue that the First Amendment, plus Section 230 of the Communications Decency Act, gives them carte blanche to allow any […]…
Category: blog
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, […]…
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 […]…
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 […]…
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 […]…