Cabochon is another example of a domestic player with an accelerator product. It is reliant on Smic, China's domestic version of TSMC. And this is an interesting piece of reporting.Bring us the details. But also, technologically speaking, the differences of where American and Smic are versus is in video because the scale is completely different. Yeah.This is exactly what Jensen Huang is talking about. This is exactly what he's concerned about within China, that after the Biden administration first decided t ...

The US Department of Defense agreed to lend $700 million to producers of rare-earth magnets in a bid to increase domestic production of materials used in consumer electronics and weapons https://t.co/97MLQ4S3pe ...

Project Timeline & Strategy - Mining projects may require extended periods before commencing production, suggesting a combination of short-term and long-term investment strategies [1] - US companies pursuing purely domestic strategies could face timelines of at least 2 to 3 years for project completion [2] - Strategic partnerships with non-Chinese companies could potentially expedite project timelines for US companies, potentially reducing them to approximately 1 to 2 years [2][3] - Allied partnerships are crucial for accelerating project timelines, especially compared to US companies undertaking projects independently, which could take around 3 years post-funding [3]

The Trump administration wants the industry to reach a 1:1 ratio of domestically produced and imported chips. https://t.co/ecT5eZ8MOT ...

Core Insights - The MedTech industry, particularly health technology, is facing challenges in 2025 due to rising tariffs and unstable capital markets, leading to adjusted expectations across companies [1][4] Industry Overview - The re-emergence of aggressive U.S. trade policies, including a 145% baseline tariff on Chinese imports, has significantly impacted global supply chains, particularly for medical technology companies with manufacturing ties to China and Mexico [2] - Health tech startups are experiencing more difficulties compared to larger companies, facing production delays, higher costs, and tighter access to funding, which may hinder innovation in key areas [4][12] Company Performance - GE Healthcare reported a 3% increase in first-quarter revenues and a 51% surge in net income, but reduced its full-year adjusted EPS forecast due to an 85 cents per share tariff impact [5] - Johnson & Johnson disclosed a $400 million tariff burden affecting its medical device exports to China, while also announcing a $55 billion domestic investment plan [6][7] - Abbott achieved a 4% revenue increase and 8.2% growth in net earnings in Q1, but anticipates a significant tariff impact, although it maintained its earnings forecast [8][9] - Boston Scientific's first-quarter adjusted EPS rose by 33.9% with a 20.9% revenue growth, and the company raised its 2025 guidance despite expecting a $200 million tariff hit [10][11] Startup Challenges - U.S. digital health funding rose to $3 billion in Q1 2025, but remains below the $6.6 billion peak in 2021, indicating a cautious investment environment for startups [12] - Startups like Reperio Health are facing pressures from tariffs and supply chain issues, while others like Float Health are focusing on cost-cutting and improving patient access [12][13] Future Outlook - Most MedTech companies are preparing for a future with persistent trade barriers, emphasizing the need for supply chain diversification and U.S. manufacturing investments [14]