Seeking Alpha (January 27)
“A war over silicon is brewing between the world’s two largest economies as the U.S. looks to isolate China from one of the most important technologies of the future.” As America tries “to protect the rest of the advanced chip supply chain by forging an alliance that will curtail China’s ability to produce its own domestic silicon…. Restrictions are likely to be imposed on ASML, Nikon and Tokyo Electron, building on earlier business rules and trading regulations, and marking the latest salvo in the semiconductor war.”
Tags: Advanced, ASML, China, Chip, Future, Isolate, Nikon, Protect, Restrictions, Semiconductor war, Silicon, Supply chain, Technologies, Tokyo Electron, U.S.
The Economist (December 21)
“The two big stories in Britain in 2020, Brexit and covid-19, have developed in parallel, without having much impact on each other.” For the grand finale, the two storylines are uniting. “The emergence of a new variant of the covid-19 virus… has led many countries in Europe and beyond to ban entry from Britain, just as the negotiations over a post-Brexit trade deal between Britain and the European Union go into their final days.” Covid-19 and Brexit have dramatically “combined to isolate Britain.”
Tags: Isolate
