Semi-Politics | Phenomenal World

Linking pages

Chartbook 306 Nodes, rebar and private equity- How Intel, the weak link in the chip strategy of Bidenomics, is resorting to financial engineering to raise billions for fabs. https://adamtooze.substack.com/p/chartbook-306-nodes-rebar-and-private 0 comments

Linked pages

Biden Administration Clamps Down on China’s Access to Chip Technology - The New York Times https://www.nytimes.com/2022/10/07/business/economy/biden-chip-technology.html 424 comments
How Intel Financialized and Lost Leadership in Semiconductor Fabrication | Institute for New Economic Thinking https://www.ineteconomics.org/perspectives/blog/how-intel-financialized-and-lost-leadership-in-semiconductor-fabrication 276 comments
CHIPS for America Act & FABS Act - Semiconductor Industry Association https://www.semiconductors.org/chips/ 140 comments
TSMC may not expand in US if double taxation rule continues | AppleInsider https://appleinsider.com/articles/23/03/30/tsmc-may-not-expand-in-us-if-double-taxation-rule-continues 90 comments
U.S. to Allow South Korean, Taiwan Chip Makers to Keep Operations in China - WSJ https://www.wsj.com/articles/u-s-to-allow-south-korean-taiwan-chip-makers-to-keep-operations-in-china-5d7d72cc 80 comments
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Why We Can't Build Our Way Out of the Semiconductor Shortage - ExtremeTech https://www.extremetech.com/computing/322695-why-we-cant-build-our-way-out-of-the-semiconductor-shortage 15 comments
Intel is the Antithesis of "Smart Capital" https://www.fabricatedknowledge.com/p/intel-is-the-antithesis-of-smart 15 comments
Choking off China’s Access to the Future of AI https://www.csis.org/analysis/choking-chinas-access-future-ai 6 comments
Nexperia and Elmos cases show how the US-China chip war is spilling over to Europe | CNN Business https://www.cnn.com/2022/11/25/tech/us-china-chip-war-spillover-europe-intl-hnk/index.html 3 comments
Biden issues new rules to cut off microchip supply to China - POLITICO https://www.politico.com/news/2022/10/07/biden-issues-new-rules-to-cut-off-microchip-supply-to-china-00060948 0 comments
https://newleftreview.org/sidecar/posts/circuits-of-war 0 comments
China Pausing Major Chip Investments Aimed at Rivaling US Semiconductor Industry - Bloomberg https://www.bloomberg.com/news/articles/2023-01-04/battered-by-covid-china-hits-pause-on-giant-chip-spending 0 comments
Chip Makers Turn Cutthroat in Fight for Share of Federal Money - The New York Times https://www.nytimes.com/2023/02/23/business/economy/chip-makers-fight-federal-money.html 0 comments
The Eurochip | Roy Cobby https://www.phenomenalworld.org/analysis/the-eurochip/ 0 comments