RT Whyvert (@whyvert)China reportedly now has the ability to build advanced chipmaking machines.Thanks to Chinese former engineers from ASML, the Dutch company.This is the problem with the strategy of brain draining China. The brains can go back home after they've gained the know-how. ...

Geopolitical Strategy - China has an opportunity to demonstrate the ineffectiveness of America's efforts to impede its chip manufacturing ambitions in the coming year [1]

Company Strategy - Rapidus 计划在 2031 财年左右上市，以增强日本国内芯片制造能力 [1]

India’s technology minister says the nation’s chipmaking capabilities are set to be at par with other major producers by 2032, an aggressive timeline that underscores the government’s urge to bolster domestic manufacturing https://t.co/Ctl4vgxFFI ...

What's the need to know here specifically on TSMC in China. Well, this adds yet another speedbump for TSMC and its suppliers in trying to bring equipment, chemicals and other things that they need for this facility in Nanjing. It is not a major portion of Tsmc's overall manufacturing picture. It counts for a relatively small fraction of the company's revenue.And yet it is symbolically significant because the move mirrors what the US government announced on Friday, and that is that Samsung and SK Hynix would ...

The US has revoked Taiwan Semiconductor Manufacturing's authorization to ship essential gear to its main Chinese chipmaking base. @EdLudlow reports (Corrects spelling of anchor's last name) https://t.co/ooq7PNGztQ https://t.co/MoYEcAQTTP ...

The US has revoked Taiwan Semiconductor Manufacturing's authorization to ship essential gear to its main Chinese chipmaking base. @EdLudlow reports https://t.co/ooq7PNGztQ https://t.co/eGFKJEqqWW ...

The US has revoked TSMC's authorization to freely ship essential gear to its main Chinese chipmaking base, potentially curtailing its production capabilities at that older-generation facility https://t.co/VIWVGNi7TX ...

When it comes to chipmaking, America cannot shut itself off from the rest of the world https://t.co/Q9E1Z4GJMM ...

Chipmaking is a critical input that America’s tech sector requires to be world-beating. Forcing the country’s firms to settle for anything less than the best would blunt their edge https://t.co/CnQHScHE4H ...