Semiconductors
US-EU Critical Minerals Partnership Targets China’s Processing Chokehold
Agreement formalizes trade mechanisms and supply chain coordination across battery, semiconductor, and rare earth sectors, but binding commitments remain months away.
Xi Issues Taiwan ‘Red Line’ Warning as $2 Trillion Semiconductor Chokepoint Enters US-China Negotiations
Beijing elevates coercion tactics while TSMC's monopoly on advanced chips creates asymmetric leverage for both sides.
Trump Meets Xi as Markets Price Decoupling, AI Bets Diverge, and Energy Fault Lines Shift
Beijing summit converges three crises while semiconductor volatility swings 500bp, AI business models face margin compression, and Iran threat reprices global energy capital allocation.
Trump-Xi Summit Triggers 300-500bp Semiconductor Volatility Swing as Markets Price Tariff Reset
Beijing meeting forces repricing of AI export controls, Taiwan supply chain risk, and $30 billion tariff reduction pathway—with VIX up 6.92% and prediction markets at 81% for truce extension.
Trump-Xi Summit in Beijing Converges Three Crises: Iran, Taiwan, and Trade
President's first China visit since tariff war peaked at 145% tests whether mutual dependency on semiconductors, energy, and nuclear containment can override decoupling pressures.
US Approves Nvidia H200 Chip Sales to China, But Beijing Blocks Imports
Commerce Department relaxes export controls on older-generation AI accelerators as China rejects shipments to protect domestic semiconductor industry.
TSMC’s $1.5 Trillion Semiconductor Forecast Validates AI Infrastructure Thesis — Or Exposes Its Fragility
The world's largest chipmaker projects AI and HPC will command 55% of a $1.5 trillion semiconductor market by 2030, crystallizing a structural demand shift while raising critical questions about overcapacity risk.
Trump’s Beijing Summit Meets China at Peak Leverage
First US presidential visit since 2017 tests whether tariff truce survives strategic competition over chips, rare earths, and Taiwan.
Cerebras IPO Prices at $185, Raising $5.55B as AI Infrastructure Bets Diverge
Wafer-scale chip maker achieves $56.4B valuation despite semiconductor volatility, testing investor conviction that specialized architectures can challenge NVIDIA's training dominance.
Asia Edition: Trump in Beijing as Geopolitical Powder Kegs Ignite Across Three Continents
China summit collides with Iran missile revelations, Philippine constitutional crisis, and Samsung strike threat — while AI valuations hit infrastructure scale.
Arm and SoftBank’s Failed Cerebras Bid Signals Scramble for AI Chip Architecture
Late-stage acquisition attempt weeks before $48.8B IPO reveals strategic anxiety over wafer-scale computing and hyperscaler vertical integration threats.
China Protests US Chip Bill as Trump Arrives in Beijing for High-Stakes Summit
Beijing's formal criticism of semiconductor export controls threatens to overshadow bilateral talks on trade, Iran, and Taiwan.