semiconductors
The AI Stock Market Stumbles: Is This a Bubble Bursting or a Necessary Reality Check?
A recent sell-off in AI stocks has investors asking: Is the AI bubble bursting, or is this a healthy market correction? We break down what it means.
Chip War Détente? Decoding China’s Trade Concession and Its Impact on the Global Economy
China’s move to ease a chip export ban offers relief to global markets, but what does this signal for the ongoing U.S.-China tech war and your portfolio?
The New Tech Arms Race: Inside China’s EV Blitz and the US Scramble for Critical Minerals
China’s EV funding blitz meets America’s rare earth rush. A deep dive into the tech cold war shaping AI, software, and global supply chains.
UK at a Crossroads: Fix Systemic R&D or Forfeit Economic Superpower Status?
A stark report warns the UK’s systemic R&D weakness threatens its economy. Without decisive action, major projects and investments are at risk.
The Chip War’s New Frontline: Why a Dutch Factory Crisis Threatens Your Entire Tech Stack
A Dutch chipmaker’s crisis reveals the fragile state of global tech, with huge implications for AI, innovation, and your entire supply chain.
Beyond the Code: Why a Global Showdown Over Dust and Rocks Could Halt the AI Revolution
A high-stakes dispute between the EU and China over critical tech materials like gallium and germanium threatens the entire global tech supply chain.
China’s Tech Dragon Wakes: Inside the New 5-Year Plan Shaping the Global Economy
China’s new 5-year plan signals a major economic shift, prioritizing high-tech self-sufficiency and domestic consumption amid US tensions and deflation fears.
The Dragon’s Wallet: How China’s State-Backed Venture Capital is Reshaping Global Technology & Finance
China is leveraging massive state-run venture capital funds to challenge Silicon Valley and reshape the global technology and finance landscape.
Caught in the Crossfire: Why Europe’s Tech Future is Hostage to the US-China Mineral War
Europe’s tech industry is caught in a dangerous trap, relying on US digital services and Chinese critical minerals, making it the biggest loser in their tech war.
Caught in the Crossfire: Europe’s High-Stakes Gamble in the Global Chip War
Europe’s chip strategy is faltering. The Dutch block of Nexperia shows how the EU is caught in the US-China tech war, impacting the economy and investors.
Caught in the Crossfire: How a US Ultimatum Sparked a Dutch Chipmaker Seizure
A US ultimatum over a chipmaker’s Chinese chief forced the Netherlands’ hand. This is more than a takeover; it’s a glimpse into the future of tech.
The Price of Politics: Why Your Next Global Deal Could Come with a Hefty Discount
The Nexperia case in the Netherlands heralds a new era of M&A, where geopolitical risk forces a “political risk discount” on international deals.