Get Email Alerts and Follow Us: Chinese tech giants, like ByteDance, are circumventing U.S. government restrictions on advanced AI chips by renting these chips for use on U.S. soil. The U.S. has restricted direct sales of Nvidia‘s A100 and H100 AI chips to Chinese companies due to national security concerns, but renting these chips within…
Get Email Alerts and Follow Us: The US government has intensified its scrutiny of Applied Materials Inc., a prominent American semiconductor equipment manufacturer, for allegedly facilitating the shipment of chip manufacturing tools to China without the necessary export licenses. This investigation has far-reaching implications for the semiconductor industry, highlighting the complex interplay between national security…
Get Email Alerts and Follow Us: Gold prices have surged to record highs above $2,400 per troy ounce, marking a 33% increase since late 2022. This rise defies traditional economic trends, such as higher real interest rates, which usually diminish gold’s appeal. Retail investment demand has not significantly contributed to this rally. Instead, the main…
Get Email Alerts and Follow Us: ASML Holding NV, a Dutch corporation, produces advanced extreme ultraviolet (EUV) machines essential for manufacturing microchips used in AI and military applications. These machines, costing about €200 million each, are critical to the global semiconductor supply chain, with Taiwan Semiconductor Manufacturing Company (TSMC) as the largest purchaser. Rising geopolitical…
Get Email Alerts and Follow Us: The fate of Iranian President Ebrahim Raisi is uncertain following a helicopter crash in a remote area near Iran‘s northwest border. If Raisi is confirmed dead, the consequences could be severe, potentially leading to increased tensions or even conflict in the Middle East. There are suspicions that the U.S….